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WealthTrust-Arizona’s Amazon AMZN Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$1.2M Buy
16,000
+2,440
+18% +$203K 0.7% 19
2018
Q3 		$1.36M Buy
13,560
+880
+7% +$82.8K 0.65% 21
2018
Q2 		$1.08M Buy
12,680
+1,100
+9% +$87.3K 0.56% 25
2018
Q1 		$838K Buy
11,580
+4,240
+58% +$303K 0.44% 27
2017
Q4 		$429K Buy
7,340
+2,600
+55% +$143K 0.21% 37
2017
Q3 		$228K Buy
4,740
+2,460
+108% +$121K 0.12% 61
2017
Q2 		$110K Buy
2,280
+60
+3% +$2.86K 0.06% 84
2017
Q1 		$98K Hold
2,220
– – 0.05% 92
2016
Q4 		$83K Buy
2,220
+320
+17% +$12.5K 0.05% 106
2016
Q3 		$80K Buy
1,900
+200
+12% +$7.66K 0.05% 101
2016
Q2 		$61K Buy
1,700
+700
+70% +$23.7K 0.04% 132
2016
Q1 		$30K Buy
1,000
+260
+35% +$7.38K 0.02% 189
2015
Q4 		$25K Buy
740
+300
+68% +$9.46K 0.02% 217
2015
Q3 		$11K Sell
440
-320
-42% -$8.09K 0.01% 357
2015
Q2 		$16K Hold
760
– – 0.01% 325
2015
Q1 		$14K Sell
760
-1,000
-57% -$17.6K 0.01% 344
2014
Q4 		$27K Sell
1,760
-7,000
-80% -$109K 0.02% 222
2014
Q3 		$141K Sell
8,760
-4,020
-31% -$66.9K 0.16% 74
2014
Q2 		$208K Buy
12,780
+4,660
+57% +$73.7K 0.22% 57
2014
Q1 		$137K Sell
8,120
-920
-10% -$17.1K 0.15% 70
2013
Q4 		$180K Sell
9,040
-140
-2% -$2.52K 0.21% 54
2013
Q3 		$144K Buy
9,180
+1,800
+24% +$26.8K 0.18% 63
2013
Q2 		$102K Buy
+7,380
New +$98.3K 0.14% 83

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WealthTrust-Arizona's AMZN Position: Q4 2018 in Review

WealthTrust-Arizona increased its Amazon (AMZN) stake by 18% in Q4 2018, buying an estimated $203K and bringing the position to 16,000 shares worth $1.2M. The position accounts for 0.7% of the portfolio, ranked #19.

WealthTrust-Arizona first reported a position in AMZN in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.36M in Q3 2018. 2,633 funds tracked by Wall St. Rank hold AMZN as of Q4 2018.

  • WealthTrust-Arizona held 16,000 shares of Amazon worth $1.2M as of Q4 2018.
  • WealthTrust-Arizona bought 2,440 Amazon shares in Q4 2018, an estimated $203K.
  • Amazon made up 0.7% of WealthTrust-Arizona's portfolio in Q4 2018, its #19 holding.
  • WealthTrust-Arizona first reported a position in Amazon in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's Amazon position peaked at $1.36M in Q3 2018.
  • 2,633 funds tracked by Wall St. Rank held Amazon as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.