Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

Amazon shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Amazon

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All positions including Amazon held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amazon by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 12k 151.94
2023-09-30 $1.5M 12k 127.12
2023-06-30 $1.5M 12k 130.36
2023-03-31 $1.2M 11k 103.29
2022-12-31 $963k 12k 84.00
2022-09-30 $1.3M 11k 113.01
2022-06-30 $1.2M 11k 106.21
2022-03-31 $1.9M 568 3260.56
2021-12-31 $1.9M 568 3334.51
2021-09-30 $1.9M 568 3285.21
2021-06-30 $2.0M 568 3440.14
2021-03-31 $1.8M 568 3093.31
2020-12-31 $1.9M 578 3257.79
2020-09-30 $1.8M 563 3149.20
2020-06-30 $1.5M 544 2759.19
2020-03-31 $1.1M 544 1950.37
2019-12-31 $1.0M 544 1847.43
2019-09-30 $944k 544 1735.29
2019-06-30 $1.0M 550 1892.73
2019-03-31 $979k 550 1780.00
2018-12-31 $826k 550 1501.82
2018-09-30 $1.1M 524 2003.82
2018-06-30 $925k 544 1700.37
2018-03-31 $787k 544 1446.69
2017-12-31 $636k 544 1169.12
2017-09-30 $523k 544 961.40
2017-06-30 $527k 544 968.75
2017-03-31 $482k 544 886.03
2016-12-31 $399k 532 750.00
2016-09-30 $445k 532 836.47
2016-06-30 $322k 450 715.56
2016-03-31 $267k 450 593.33
2015-09-30 $120k 235 510.64
2015-06-30 $102k 235 434.04
2015-03-31 $87k 235 370.21
2014-12-31 $73k 235 310.64
2014-06-30 $76k 235 323.40
2014-03-31 $79k 235 336.17
2013-12-31 $94k 235 400.00

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding Amazon

Vanguard Group
T. Rowe Price Associates
Jpmorgan Chase & Co
Norges Bank Investment Management
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Jennison Associates
Royal Bank of Canada
Charles Schwab Investment Management
Alliancebernstein
Ubs Global Asset Management Americas

View all funds holding Amazon