BFA
ALX

Beaumont Financial Advisors’s Alexander's ALX Stock Holding History

Beaumont Financial Advisors’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
2021
Q4 		– Sell
-999
Closed -$260K – 352
2021
Q3 		$260K Hold
999
– – 0.02% 295
2021
Q2 		$268K Buy
+999
New +$276K 0.02% 311

Other funds holding ALX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EC
EMS Capital New York $944M AUM 17.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaumont Financial Advisors's ALX Position: Q4 2021 in Review

Beaumont Financial Advisors sold out of Alexander's (ALX) in Q4 2021, closing a stake of 999 shares — an estimated $260K sold.

Beaumont Financial Advisors first reported a position in ALX in Q2 2021 and held it in 2 quarters. The position peaked at $268K in Q2 2021. 93 funds tracked by Wall St. Rank hold ALX as of Q4 2021.

  • Beaumont Financial Advisors reported no remaining Alexander's position as of Q4 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 999 Alexander's shares in Q4 2021, an estimated $260K.
  • Beaumont Financial Advisors first reported a position in Alexander's in Q2 2021 and held it in 2 quarters.
  • Beaumont Financial Advisors's Alexander's position peaked at $268K in Q2 2021.
  • 93 funds tracked by Wall St. Rank held Alexander's as of Q4 2021.

Based on Beaumont Financial Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.