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Baker Avenue Asset Management’s Alamo Group ALG Stock Holding History

Baker Avenue Asset Management’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
Q4 		– Sell
-6
Closed -$1.04K – 405
2023
Q3 		$1.04K Hold
6
– – ﹤0.01% 1266
2023
Q2 		$1.1K Hold
6
– – ﹤0.01% 1145
2023
Q1 		$1.1K Hold
6
– – ﹤0.01% 1148
2022
Q4 		$850 Buy
+6
New +$869 ﹤0.01% 1147

Other funds holding ALG

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
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

Baker Avenue Asset Management's ALG Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Alamo Group (ALG) in Q4 2023, closing a stake of 6 shares — an estimated $1.04K sold.

Baker Avenue Asset Management first reported a position in ALG in Q4 2022 and held it in 4 quarters. The position peaked at $1.1K in Q1 2023. 230 funds tracked by Wall St. Rank hold ALG as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Alamo Group position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 6 Alamo Group shares in Q4 2023, an estimated $1.04K.
  • Baker Avenue Asset Management first reported a position in Alamo Group in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Alamo Group position peaked at $1.1K in Q1 2023.
  • 230 funds tracked by Wall St. Rank held Alamo Group as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.