Avion Wealth’s Alamo Group ALG Stock Holding History

Avion Wealth’s Portfolio ALG Stock Details ALG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3	Closed	–	–	781
2023 Q2	$0	Buy	+3	New	+$535	﹤0.01%	693

Other funds holding ALG

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

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avion Wealth's ALG Position: Q3 2023 in Review

Avion Wealth sold out of Alamo Group (ALG) in Q3 2023, closing a stake of 3 shares.

Avion Wealth first reported a position in ALG in Q2 2023 and held it in 1 quarter. The position peaked at $0 in Q2 2023. 229 funds tracked by Wall St. Rank hold ALG as of Q3 2023.

Avion Wealth reported no remaining Alamo Group position as of Q3 2023 after selling out during the quarter.
Avion Wealth sold 3 Alamo Group shares in Q3 2023.
Avion Wealth first reported a position in Alamo Group in Q2 2023 and held it in 1 quarter.
Avion Wealth's Alamo Group position peaked at $0 in Q2 2023.
229 funds tracked by Wall St. Rank held Alamo Group as of Q3 2023.

Based on Avion Wealth's 13F filing for Q3 2023, filed 20 Oct 2023.