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Capital Advisors Ltd’s Alector ALEC Stock Holding History

Capital Advisors Ltd’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
-73
Closed – – 1268
2023
Q3 		$0 Buy
+73
New +$473 ﹤0.01% 1259

Other funds holding ALEC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Advisors Ltd's ALEC Position: Q4 2023 in Review

Capital Advisors Ltd sold out of Alector (ALEC) in Q4 2023, closing a stake of 73 shares.

Capital Advisors Ltd first reported a position in ALEC in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 148 funds tracked by Wall St. Rank hold ALEC as of Q4 2023.

  • Capital Advisors Ltd reported no remaining Alector position as of Q4 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 73 Alector shares in Q4 2023.
  • Capital Advisors Ltd first reported a position in Alector in Q3 2023 and held it in 1 quarter.
  • Capital Advisors Ltd's Alector position peaked at $0 in Q3 2023.
  • 148 funds tracked by Wall St. Rank held Alector as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.