Mariner Independent Advisor Network’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$40.9M Buy
362,255
+9,475
+3% +$1.2M 1.76% 7
2022
Q2
$39.3M Buy
352,780
+18,500
+6% +$2.31M 1.66% 7
2022
Q1
$55M Buy
334,280
+61,180
+22% +$9.45M 2.11% 5
2021
Q4
$46.3M Buy
+273,100
New +$46.7M 2.17% 6
2021
Q3
Sell
-300,080
Closed -$51.6M 467
2021
Q2
$51.6M Sell
300,080
-33,280
-10% -$5.53M 2.34% 5
2021
Q1
$51.6M Sell
333,360
-73,720
-18% -$11.7M 2.69% 6
2020
Q4
$66.3M Buy
407,080
+32,640
+9% +$5.21M 3.54% 3
2020
Q3
$59M Buy
374,440
+12,720
+4% +$2.01M 4.88% 2
2020
Q2
$51.8M Sell
361,720
-24,440
-6% -$2.95M 4.77% 1
2020
Q1
$37M Sell
386,160
-50,120
-11% -$4.85M 3.34% 2
2019
Q4
$40.4M Buy
436,280
+53,440
+14% +$4.73M 2.91% 3
2019
Q3
$33.2M Sell
382,840
-155,280
-29% -$14.4M 2.52% 3
2019
Q2
$51.5M Buy
538,120
+135,860
+34% +$12.7M 3.88% 1
2019
Q1
$36.4M Sell
402,260
-113,800
-22% -$9.47M 3.08% 5
2018
Q4
$42M Buy
516,060
+97,180
+23% +$8.08M 3.74% 1
2018
Q3
$42M Buy
+418,880
New +$39.4M 5.25% 1
2018
Q2
Sell
-798,000
Closed -$57.7M 151
2018
Q1
$57.7M Buy
798,000
+444,580
+126% +$31.8M 3.55% 4
2017
Q4
$20.7M Buy
+353,420
New +$19.4M 2.16% 8
2017
Q1
Sell
-350,320
Closed -$13.1M 257
2016
Q4
$13.1M Buy
+350,320
New +$13.7M 2.13% 10

Other funds holding AMZN

Mariner Independent Advisor Network's AMZN Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Amazon (AMZN) stake by 2.7% in Q3 2022, buying an estimated $1.2M and bringing the position to 362,255 shares worth $40.9M. The position accounts for 1.76% of the portfolio, ranked #7.

Mariner Independent Advisor Network first reported a position in AMZN in Q4 2016 and has held it in 19 quarters since. The position peaked at $66.3M in Q4 2020. 4,074 funds tracked by Wall St. Rank hold AMZN as of Q3 2022.

  • Mariner Independent Advisor Network held 362,255 shares of Amazon worth $40.9M as of Q3 2022.
  • Mariner Independent Advisor Network bought 9,475 Amazon shares in Q3 2022, an estimated $1.2M.
  • Amazon made up 1.76% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #7 holding.
  • Mariner Independent Advisor Network first reported a position in Amazon in Q4 2016 and has held it in 19 quarters since.
  • Mariner Independent Advisor Network's Amazon position peaked at $66.3M in Q4 2020.
  • 4,074 funds tracked by Wall St. Rank held Amazon as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.