BWS
ALEX

Buck Wealth Strategies’s Alexander & Baldwin ALEX Stock Holding History

Buck Wealth Strategies’s Portfolio ALEX Stock Details ALEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1
Closed -$9 – 76
2023
Q3 		$9 Buy
+1
New +$18 ﹤0.01% 367

Other funds holding ALEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Buck Wealth Strategies's ALEX Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Alexander & Baldwin (ALEX) in Q4 2023, closing a stake of 1 share — an estimated $9 sold.

Buck Wealth Strategies first reported a position in ALEX in Q3 2023 and held it in 1 quarter. The position peaked at $9 in Q3 2023. 218 funds tracked by Wall St. Rank hold ALEX as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Alexander & Baldwin position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 1 Alexander & Baldwin share in Q4 2023, an estimated $9.
  • Buck Wealth Strategies first reported a position in Alexander & Baldwin in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's Alexander & Baldwin position peaked at $9 in Q3 2023.
  • 218 funds tracked by Wall St. Rank held Alexander & Baldwin as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.