Oberweis Asset Management’s Amazon AMZN Stock Holding History

Oberweis Asset 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
2023 Q4	–	Sell	-1,700	Closed	-$216K	–	196
2023 Q3	$216K	Sell	1,700 -300	-15%	-$40.2K	0.02%	187
2023 Q2	$261K	Hold	2,000	–	–	0.03%	174
2023 Q1	$207K	Buy	+2,000	New	+$193K	0.03%	169
2022 Q4	–	Sell	-2,000	Closed	-$226K	–	164
2022 Q3	$226K	Hold	2,000	–	–	0.05%	164
2022 Q2	$212K	Hold	2,000	–	–	0.05%	153
2022 Q1	$326K	Hold	2,000	–	–	0.07%	132
2021 Q4	$333K	Hold	2,000	–	–	0.06%	128
2021 Q3	$329K	Hold	2,000	–	–	0.07%	126
2021 Q2	$344K	Hold	2,000	–	–	0.08%	119
2021 Q1	$309K	Hold	2,000	–	–	0.06%	130
2020 Q4	$326K	Hold	2,000	–	–	0.09%	109
2020 Q3	$315K	Hold	2,000	–	–	0.11%	102
2020 Q2	$276K	Buy	+2,000	New	+$242K	0.11%	109
2018 Q4	–	Sell	-2,000	Closed	-$200K	–	198
2018 Q3	$200K	Buy	+2,000	New	+$188K	0.04%	203

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Norges Bank Oslo, Norway $935B AUM

Oberweis Asset Management's AMZN Position: Q4 2023 in Review

Oberweis Asset Management sold out of Amazon (AMZN) in Q4 2023, closing a stake of 1,700 shares — an estimated $216K sold.

Oberweis Asset Management first reported a position in AMZN in Q3 2018 and held it in 14 quarters. The position peaked at $344K in Q2 2021. 4,724 funds tracked by Wall St. Rank hold AMZN as of Q4 2023.

Oberweis Asset Management reported no remaining Amazon position as of Q4 2023 after selling out during the quarter.
Oberweis Asset Management sold 1,700 Amazon shares in Q4 2023, an estimated $216K.
Oberweis Asset Management first reported a position in Amazon in Q3 2018 and held it in 14 quarters.
Oberweis Asset Management's Amazon position peaked at $344K in Q2 2021.
4,724 funds tracked by Wall St. Rank held Amazon as of Q4 2023.

Based on Oberweis Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.