AWC
ALCO icon

Abundance Wealth Counselors’s Alico ALCO Stock Holding History

Abundance Wealth Counselors’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$905K Buy
21,929
+2,456
+13% +$97.6K 0.13% 112
2025
Q4 		$708K Buy
19,473
+2,224
+13% +$77.4K 0.12% 114
2025
Q3 		$598K Sell
17,249
-2,351
-12% -$78.1K 0.1% 119
2025
Q2 		$641K Sell
19,600
-176
-0.9% -$5.34K 0.12% 116
2025
Q1 		$590K Buy
19,776
+8,755
+79% +$260K 0.12% 113
2024
Q4 		$286K Buy
+11,021
New +$288K 0.06% 125
2023
Q1 		– Sell
-10,708
Closed -$256K – 146
2022
Q4 		$256K Sell
10,708
-807
-7% -$23.3K 0.07% 122
2022
Q3 		$325K Buy
11,515
+869
+8% +$29.4K 0.09% 104
2022
Q2 		$379K Buy
10,646
+1,039
+11% +$41.4K 0.1% 103
2022
Q1 		$361K Buy
+9,607
New +$334K 0.1% 105

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return