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Braver Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Braver Wealth Management’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
2016
Q4 		$2.96M Buy
74,840
+3,760
+5% +$150K 0.48% 64
2016
Q3 		$2.86M Sell
71,080
-62,560
-47% -$2.45M 0.48% 64
2016
Q2 		$4.7M Buy
133,640
+31,380
+31% +$1.15M 0.8% 31
2016
Q1 		$3.9M Buy
102,260
+21,100
+26% +$777K 0.64% 48
2015
Q4 		$3.16M Buy
+81,160
New +$3M 0.65% 37

Other funds holding GOOGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Braver Wealth Management's GOOGL Position: Q4 2016 in Review

Braver Wealth Management increased its Alphabet (Google) Class A (GOOGL) stake by 5.3% in Q4 2016, buying an estimated $150K and bringing the position to 74,840 shares worth $2.96M. The position accounts for 0.48% of the portfolio, ranked #64.

Braver Wealth Management first reported a position in GOOGL in Q4 2015 and has held it in 5 quarters since. The position peaked at $4.7M in Q2 2016. 1,990 funds tracked by Wall St. Rank hold GOOGL as of Q4 2016.

  • Braver Wealth Management held 74,840 shares of Alphabet (Google) Class A worth $2.96M as of Q4 2016.
  • Braver Wealth Management bought 3,760 Alphabet (Google) Class A shares in Q4 2016, an estimated $150K.
  • Alphabet (Google) Class A made up 0.48% of Braver Wealth Management's portfolio in Q4 2016, its #64 holding.
  • Braver Wealth Management first reported a position in Alphabet (Google) Class A in Q4 2015 and has held it in 5 quarters since.
  • Braver Wealth Management's Alphabet (Google) Class A position peaked at $4.7M in Q2 2016.
  • 1,990 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.