AWM
ALX

Avior Wealth Management’s Alexander's ALX Stock Holding History

Avior Wealth Management’s Portfolio ALX Stock Details ALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-50
Closed -$10K – 795
2024
Q4 		$10K Buy
50
+5
+11% +$1.11K ﹤0.01% 1624
2024
Q3 		$10.9K Buy
+45
New +$10.4K ﹤0.01% 1526

Other funds holding ALX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's ALX Position: Q1 2025 in Review

Avior Wealth Management sold out of Alexander's (ALX) in Q1 2025, closing a stake of 50 shares — an estimated $10K sold.

Avior Wealth Management first reported a position in ALX in Q3 2024 and held it in 2 quarters. The position peaked at $10.9K in Q3 2024. 132 funds tracked by Wall St. Rank hold ALX as of Q1 2025.

  • Avior Wealth Management reported no remaining Alexander's position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 50 Alexander's shares in Q1 2025, an estimated $10K.
  • Avior Wealth Management first reported a position in Alexander's in Q3 2024 and held it in 2 quarters.
  • Avior Wealth Management's Alexander's position peaked at $10.9K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held Alexander's as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.