Bull Oak Capital’s Amazon AMZN Stock Holding History

Bull Oak Capital’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
2024 Q4	–	Sell	-240	Closed	-$44.7K	–	30
2024 Q3	$44.7K	Buy	+240	New	+$43.8K	0.03%	48
2024 Q2	–	Sell	-240	Closed	-$43.3K	–	47
2024 Q1	$43.3K	Hold	240	–	–	0.03%	27
2023 Q4	$36.5K	Sell	240 -60	-20%	-$8.41K	0.01%	23
2023 Q3	$38.1K	Buy	+300	New	+$40.2K	0.04%	23

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bull Oak Capital's AMZN Position: Q4 2024 in Review

Bull Oak Capital sold out of Amazon (AMZN) in Q4 2024, closing a stake of 240 shares — an estimated $44.7K sold.

Bull Oak Capital first reported a position in AMZN in Q3 2023 and held it in 4 quarters. The position peaked at $44.7K in Q3 2024. 5,542 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

Bull Oak Capital reported no remaining Amazon position as of Q4 2024 after selling out during the quarter.
Bull Oak Capital sold 240 Amazon shares in Q4 2024, an estimated $44.7K.
Bull Oak Capital first reported a position in Amazon in Q3 2023 and held it in 4 quarters.
Bull Oak Capital's Amazon position peaked at $44.7K in Q3 2024.
5,542 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.