Number of Shares
12,000.00
Current Holdings Value*
$2.55 Mil
% of Portfolio
4.47%
Total Estimate Gain
$1.30 Mil
% of Total Estimate Gain
46.35%

BRADLEY FOSTER & SARGENT EQUITY FUND's Amazon.com Inc Holding Summary

As of 2025-02-28, BRADLEY FOSTER & SARGENT EQUITY FUND held 12,000.00 shares of Amazon.com Inc(AMZN), totaling $2.55 Mil. This investment constitutes 4.47% of their stock portfolio, and BRADLEY FOSTER & SARGENT EQUITY FUND now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2020Q2. And since then BRADLEY FOSTER & SARGENT EQUITY FUND has made 2 purchases of AMZN, at an average price of $124.39, for a total of 22,500.00 shares. In addition, there have been 5 sales at an average price of $135.77 for 10,500.00 shares. Based on historical transaction data and AMZN's current price of $222.54, BRADLEY FOSTER & SARGENT EQUITY FUND's estimated gain on his AMZN holdings is $1.30 Mil, reflecting a 46.35% gain to date.

BRADLEY FOSTER & SARGENT EQUITY FUND AMZN ($222.54) Holding Chart

BRADLEY FOSTER & SARGENT EQUITY FUND AMZN ($222.54) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1