Accurate Wealth Management’s Alaska Air ALK Stock Holding History

Accurate Wealth Management’s Portfolio ALK Stock Details ALK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-30	Closed	-$1.42K	–	286
2022 Q4	$1.42K	Buy	+30	New	+$1.32K	﹤0.01%	1290

Other funds holding ALK

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Accurate Wealth Management's ALK Position: Q1 2023 in Review

Accurate Wealth Management sold out of Alaska Air (ALK) in Q1 2023, closing a stake of 30 shares — an estimated $1.42K sold.

Accurate Wealth Management first reported a position in ALK in Q4 2022 and held it in 1 quarter. The position peaked at $1.42K in Q4 2022. 513 funds tracked by Wall St. Rank hold ALK as of Q1 2023.

Accurate Wealth Management reported no remaining Alaska Air position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 30 Alaska Air shares in Q1 2023, an estimated $1.42K.
Accurate Wealth Management first reported a position in Alaska Air in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Alaska Air position peaked at $1.42K in Q4 2022.
513 funds tracked by Wall St. Rank held Alaska Air as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.