AWM
BBVA icon

Alterna Wealth Management’s Banco Bilbao Vizcaya Argentaria BBVA Stock Holding History

Alterna Wealth Management’s Portfolio BBVA Stock Details BBVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-33,015
Closed -$254K – 76
2023
Q2 		$254K Buy
33,015
+3,628
+12% +$25.9K 0.29% 73
2023
Q1 		$207K Buy
+29,387
New +$209K 0.26% 95
2020
Q1 		– Sell
-48,421
Closed -$270K – 78
2019
Q4 		$270K Buy
+48,421
New +$258K 0.3% 74

Other funds holding BBVA

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alterna Wealth Management's BBVA Position: Q3 2023 in Review

Alterna Wealth Management sold out of Banco Bilbao Vizcaya Argentaria (BBVA) in Q3 2023, closing a stake of 33,015 shares — an estimated $254K sold.

Alterna Wealth Management first reported a position in BBVA in Q4 2019 and held it in 3 quarters. The position peaked at $270K in Q4 2019. 294 funds tracked by Wall St. Rank hold BBVA as of Q3 2023.

  • Alterna Wealth Management reported no remaining Banco Bilbao Vizcaya Argentaria position as of Q3 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 33,015 Banco Bilbao Vizcaya Argentaria shares in Q3 2023, an estimated $254K.
  • Alterna Wealth Management first reported a position in Banco Bilbao Vizcaya Argentaria in Q4 2019 and held it in 3 quarters.
  • Alterna Wealth Management's Banco Bilbao Vizcaya Argentaria position peaked at $270K in Q4 2019.
  • 294 funds tracked by Wall St. Rank held Banco Bilbao Vizcaya Argentaria as of Q3 2023.

Based on Alterna Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.