Amplius Wealth Advisors’s Alaska Air ALK Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-74	Closed	-$3K	–	202
2021 Q4	$3K	Buy	+74	New	+$4.01K	﹤0.01%	767

Other funds holding ALK

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Amplius Wealth Advisors's ALK Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Alaska Air (ALK) in Q1 2022, closing a stake of 74 shares — an estimated $3K sold.

Amplius Wealth Advisors first reported a position in ALK in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 548 funds tracked by Wall St. Rank hold ALK as of Q1 2022.

Amplius Wealth Advisors reported no remaining Alaska Air position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 74 Alaska Air shares in Q1 2022, an estimated $3K.
Amplius Wealth Advisors first reported a position in Alaska Air in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Alaska Air position peaked at $3K in Q4 2021.
548 funds tracked by Wall St. Rank held Alaska Air as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.