AWM
GOOGL icon

Aevitas Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Aevitas Wealth Management’s Portfolio GOOGL Stock Details GOOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$851K Buy
9,640
+980
+11% +$93.1K 0.5% 47
2022
Q3 		$828K Buy
8,660
+200
+2% +$22.2K 0.62% 46
2022
Q2 		$922K Buy
8,460
+20
+0.2% +$2.35K 0.62% 47
2022
Q1 		$1.17M Hold
8,440
– – 0.72% 41
2021
Q4 		$1.22M Sell
8,440
-540
-6% -$77.8K 0.73% 39
2021
Q3 		$1.2M Hold
8,980
– – 0.77% 34
2021
Q2 		$1.1M Hold
8,980
– – 0.7% 40
2021
Q1 		$926K Hold
8,980
– – 0.65% 44
2020
Q4 		$787K Sell
8,980
-560
-6% -$47.1K 0.58% 50
2020
Q3 		$699K Sell
9,540
-200
-2% -$15.2K 0.58% 49
2020
Q2 		$691K Buy
9,740
+280
+3% +$18.9K 0.64% 44
2020
Q1 		$550K Buy
9,460
+380
+4% +$25.8K 0.62% 48
2019
Q4 		$608K Buy
9,080
+100
+1% +$6.45K 0.57% 51
2019
Q3 		$548K Sell
8,980
-540
-6% -$32K 0.55% 54
2019
Q2 		$515K Sell
9,520
-5,700
-37% -$330K 0.52% 58
2019
Q1 		$895K Sell
15,220
-120
-0.8% -$6.78K 0.8% 37
2018
Q4 		$801K Sell
15,340
-2,540
-14% -$137K 0.82% 35
2018
Q3 		$1.08M Buy
17,880
+920
+5% +$55.7K 0.98% 30
2018
Q2 		$958K Sell
16,960
-1,000
-6% -$54.4K 0.93% 32
2018
Q1 		$931K Sell
17,960
-460
-2% -$25.5K 0.93% 34
2017
Q4 		$970K Buy
+18,420
New +$951K 0.92% 38

Other funds holding GOOGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aevitas Wealth Management's GOOGL Position: Q4 2022 in Review

Aevitas Wealth Management increased its Alphabet (Google) Class A (GOOGL) stake by 11% in Q4 2022, buying an estimated $93.1K and bringing the position to 9,640 shares worth $851K. The position accounts for 0.5% of the portfolio, ranked #47.

Aevitas Wealth Management first reported a position in GOOGL in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.22M in Q4 2021. 3,857 funds tracked by Wall St. Rank hold GOOGL as of Q4 2022.

  • Aevitas Wealth Management held 9,640 shares of Alphabet (Google) Class A worth $851K as of Q4 2022.
  • Aevitas Wealth Management bought 980 Alphabet (Google) Class A shares in Q4 2022, an estimated $93.1K.
  • Alphabet (Google) Class A made up 0.5% of Aevitas Wealth Management's portfolio in Q4 2022, its #47 holding.
  • Aevitas Wealth Management first reported a position in Alphabet (Google) Class A in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's Alphabet (Google) Class A position peaked at $1.22M in Q4 2021.
  • 3,857 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.