1900 Wealth Management’s Alamo Group ALG Stock Holding History

1900 Wealth Management’s Portfolio ALG Stock Details ALG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,346	Closed	-$899K	–	239
2023 Q1	$899K	Hold	6,346	–	–	0.1%	125
2022 Q4	$899K	Hold	6,346	–	–	0.1%	125
2022 Q3	$776K	Hold	6,346	–	–	0.09%	127
2022 Q2	$739K	Buy	6,346 +1,146	+22%	+$140K	0.08%	133
2022 Q1	$748K	Hold	5,200	–	–	0.07%	135
2021 Q4	$765K	Hold	5,200	–	–	0.07%	147
2021 Q3	$726K	Hold	5,200	–	–	0.07%	141
2021 Q2	$794K	Hold	5,200	–	–	0.08%	127
2021 Q1	$812	Sell	5,200 -300	-5%	-$45.6K	0.06%	108
2020 Q4	$759K	Buy	+5,500	New	+$712K	0.09%	93

Other funds holding ALG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

1900 Wealth Management's ALG Position: Q2 2023 in Review

1900 Wealth Management sold out of Alamo Group (ALG) in Q2 2023, closing a stake of 6,346 shares — an estimated $899K sold.

1900 Wealth Management first reported a position in ALG in Q4 2020 and held it in 10 quarters. The position peaked at $899K in Q1 2023. 219 funds tracked by Wall St. Rank hold ALG as of Q2 2023.

1900 Wealth Management reported no remaining Alamo Group position as of Q2 2023 after selling out during the quarter.
1900 Wealth Management sold 6,346 Alamo Group shares in Q2 2023, an estimated $899K.
1900 Wealth Management first reported a position in Alamo Group in Q4 2020 and held it in 10 quarters.
1900 Wealth Management's Alamo Group position peaked at $899K in Q1 2023.
219 funds tracked by Wall St. Rank held Alamo Group as of Q2 2023.

Based on 1900 Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.