Beaird Harris Wealth Management’s Alector ALEC Stock Holding History

Beaird Harris Wealth Management’s Portfolio ALEC Stock Details ALEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-157	Closed	-$1.02K	–	601
2023 Q3	$1.02K	Hold	157	–	–	﹤0.01%	394
2023 Q2	$944	Hold	157	–	–	﹤0.01%	403
2023 Q1	$972	Hold	157	–	–	﹤0.01%	410
2022 Q4	$1.45K	Sell	157 -316	-67%	-$2.76K	﹤0.01%	617
2022 Q3	$4K	Hold	473	–	–	﹤0.01%	352
2022 Q2	$5K	Hold	473	–	–	﹤0.01%	304
2022 Q1	$7K	Hold	473	–	–	﹤0.01%	379
2021 Q4	$10K	Buy	+473	New	+$10.7K	﹤0.01%	398

Other funds holding ALEC

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

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

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

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

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Beaird Harris Wealth Management's ALEC Position: Q4 2023 in Review

Beaird Harris Wealth Management sold out of Alector (ALEC) in Q4 2023, closing a stake of 157 shares — an estimated $1.02K sold.

Beaird Harris Wealth Management first reported a position in ALEC in Q4 2021 and held it in 8 quarters. The position peaked at $10K in Q4 2021. 148 funds tracked by Wall St. Rank hold ALEC as of Q4 2023.

Beaird Harris Wealth Management reported no remaining Alector position as of Q4 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 157 Alector shares in Q4 2023, an estimated $1.02K.
Beaird Harris Wealth Management first reported a position in Alector in Q4 2021 and held it in 8 quarters.
Beaird Harris Wealth Management's Alector position peaked at $10K in Q4 2021.
148 funds tracked by Wall St. Rank held Alector as of Q4 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2023, filed 27 Feb 2024.