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Wealthspire Advisors (Maryland)’s Amazon AMZN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$19.5M Buy
123,620
+3,480
+3% +$549K 0.69% 25
2020
Q2 		$16.6M Buy
120,140
+6,940
+6% +$838K 1.19% 20
2020
Q1 		$11M Buy
113,200
+3,300
+3% +$319K 0.96% 21
2019
Q4 		$10.2M Buy
109,900
+6,220
+6% +$551K 0.68% 28
2019
Q3 		$9M Buy
103,680
+880
+0.9% +$81.6K 0.66% 30
2019
Q2 		$9.73M Buy
102,800
+6,460
+7% +$602K 0.73% 26
2019
Q1 		$8.58M Buy
96,340
+3,440
+4% +$286K 0.65% 30
2018
Q4 		$6.98M Buy
92,900
+9,100
+11% +$757K 0.62% 33
2018
Q3 		$8.39M Sell
83,800
-1,960
-2% -$184K 0.69% 24
2018
Q2 		$7.29M Buy
85,760
+9,920
+13% +$787K 0.66% 29
2018
Q1 		$5.49M Buy
75,840
+1,720
+2% +$123K 0.52% 36
2017
Q4 		$4.33M Buy
74,120
+13,360
+22% +$735K 0.42% 41
2017
Q3 		$2.92M Buy
60,760
+7,540
+14% +$370K 0.32% 51
2017
Q2 		$2.58M Buy
53,220
+11,200
+27% +$534K 0.31% 57
2017
Q1 		$1.86M Sell
42,020
-480
-1% -$20K 0.27% 59
2016
Q4 		$1.59M Buy
42,500
+4,580
+12% +$179K 0.24% 65
2016
Q3 		$1.59M Buy
37,920
+620
+2% +$23.7K 0.25% 64
2016
Q2 		$1.33M Buy
37,300
+7,360
+25% +$249K 0.22% 73
2016
Q1 		$889K Buy
29,940
+8,400
+39% +$238K 0.16% 96
2015
Q4 		$728K Buy
+21,540
New +$679K 0.14% 115

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AMZN Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Amazon (AMZN) stake by 2.9% in Q3 2020, buying an estimated $549K and bringing the position to 123,620 shares worth $19.5M. The position accounts for 0.69% of the portfolio, ranked #25.

Wealthspire Advisors (Maryland) first reported a position in AMZN in Q4 2015 and has held it in 20 quarters since. 3,339 funds tracked by Wall St. Rank hold AMZN as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 123,620 shares of Amazon worth $19.5M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 3,480 Amazon shares in Q3 2020, an estimated $549K.
  • Amazon made up 0.69% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #25 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Amazon in Q4 2015 and has held it in 20 quarters since.
  • 3,339 funds tracked by Wall St. Rank held Amazon as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.