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Oak Point Wealth Management’s Amazon AMZN Stock Holding History

Oak Point Wealth Management’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
Q1 		$578K Buy
8,320
+6,180
+289% +$442K 0.59% 51
2017
Q4 		$125K Buy
+2,140
New +$118K 0.12% 110

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

Oak Point Wealth Management's AMZN Position: Q1 2018 in Review

Oak Point Wealth Management increased its Amazon (AMZN) stake by 289% in Q1 2018, buying an estimated $442K and bringing the position to 8,320 shares worth $578K. The position accounts for 0.59% of the portfolio, ranked #51.

Oak Point Wealth Management first reported a position in AMZN in Q4 2017 and has held it in 2 quarters since. 2,297 funds tracked by Wall St. Rank hold AMZN as of Q1 2018.

  • Oak Point Wealth Management held 8,320 shares of Amazon worth $578K as of Q1 2018.
  • Oak Point Wealth Management bought 6,180 Amazon shares in Q1 2018, an estimated $442K.
  • Amazon made up 0.59% of Oak Point Wealth Management's portfolio in Q1 2018, its #51 holding.
  • Oak Point Wealth Management first reported a position in Amazon in Q4 2017 and has held it in 2 quarters since.
  • 2,297 funds tracked by Wall St. Rank held Amazon as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.