Beam Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

Beam Wealth Advisors’s Portfolio GOOGL Stock Details GOOGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,823	Closed	-$275K	–	115
2024 Q1	$275K	Buy	1,823 +164	+10%	+$23.5K	0.17%	93
2023 Q4	$232K	Buy	+1,659	New	+$223K	0.15%	89
2021 Q4	–	Sell	-1,540	Closed	-$206K	–	104
2021 Q3	$206K	Buy	+1,540	New	+$210K	0.18%	137

Other funds holding GOOGL

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beam Wealth Advisors's GOOGL Position: Q2 2024 in Review

Beam Wealth Advisors sold out of Alphabet (Google) Class A (GOOGL) in Q2 2024, closing a stake of 1,823 shares — an estimated $275K sold.

Beam Wealth Advisors first reported a position in GOOGL in Q3 2021 and held it in 3 quarters. The position peaked at $275K in Q1 2024. 4,534 funds tracked by Wall St. Rank hold GOOGL as of Q2 2024.

Beam Wealth Advisors reported no remaining Alphabet (Google) Class A position as of Q2 2024 after selling out during the quarter.
Beam Wealth Advisors sold 1,823 Alphabet (Google) Class A shares in Q2 2024, an estimated $275K.
Beam Wealth Advisors first reported a position in Alphabet (Google) Class A in Q3 2021 and held it in 3 quarters.
Beam Wealth Advisors's Alphabet (Google) Class A position peaked at $275K in Q1 2024.
4,534 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.