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Silver Oak Wealth Advisors Services’s Amazon AMZN Stock Holding History

Silver Oak Wealth Advisors Services’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
2025
Q1 		– Sell
-719
Closed -$339K – 32
2024
Q4 		$339K Buy
+719
New +$147K 0.29% 27

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Silver Oak Wealth Advisors Services's AMZN Position: Q1 2025 in Review

Silver Oak Wealth Advisors Services sold out of Amazon (AMZN) in Q1 2025, closing a stake of 719 shares — an estimated $339K sold.

Silver Oak Wealth Advisors Services first reported a position in AMZN in Q4 2024 and held it in 1 quarter. The position peaked at $339K in Q4 2024. 5,468 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

  • Silver Oak Wealth Advisors Services reported no remaining Amazon position as of Q1 2025 after selling out during the quarter.
  • Silver Oak Wealth Advisors Services sold 719 Amazon shares in Q1 2025, an estimated $339K.
  • Silver Oak Wealth Advisors Services first reported a position in Amazon in Q4 2024 and held it in 1 quarter.
  • Silver Oak Wealth Advisors Services's Amazon position peaked at $339K in Q4 2024.
  • 5,468 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q1 2025, filed 28 Apr 2025.