Ownership history in Dynamic Advisor Solutions LLC Β· 52 quarters on record
This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in AMAZON COM INC (AMZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Dynamic Advisor Solutions LLC outperformed the S&P 500 by +11.6% annually on this AMZN position. Timing score: 51% (26/51 decisions correct). Average cost basis: $115.99. Maximum drawdown during holding period: β51.2%.
π₯ Exceptional β beat the S&P 500 by 11.6% per year on this position.
51 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
26 of 51 add/trim decisions correct
Best entry: $16.82 (2014 Q1) Β· Worst: $219.57 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
36 adds Β· 16 trims. Bought during 10 of 14 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.29% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size