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WFG Advisors’s Amazon AMZN Stock Holding History

WFG Advisors’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
2015
Q1 		– Sell
-8,000
Closed -$10K – 1765
2014
Q4 		$10K Buy
+8,000
New +$125K ﹤0.01% 1450
2014
Q3 		– Sell
-4,000
Closed -$8K – 2094
2014
Q2 		$8K Buy
+4,000
New +$63.3K ﹤0.01% 1543

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

WFG Advisors's AMZN Position: Q2 2017 in Review

WFG Advisors increased its Amazon (AMZN) stake by 45% in Q2 2017, buying an estimated $476K and bringing the position to 31,980 shares worth $1.55M. The position accounts for 0.35% of the portfolio, ranked #76.

WFG Advisors first reported a position in AMZN in Q2 2013 and has held it in 17 quarters since. 1,927 funds tracked by Wall St. Rank hold AMZN as of Q2 2017.

  • WFG Advisors held 31,980 shares of Amazon worth $1.55M as of Q2 2017.
  • WFG Advisors bought 9,980 Amazon shares in Q2 2017, an estimated $476K.
  • Amazon made up 0.35% of WFG Advisors's portfolio in Q2 2017, its #76 holding.
  • WFG Advisors first reported a position in Amazon in Q2 2013 and has held it in 17 quarters since.
  • 1,927 funds tracked by Wall St. Rank held Amazon as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.