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Capital Advisors Ltd’s Alignment Healthcare ALHC Stock Holding History

Capital Advisors Ltd’s Portfolio ALHC Stock Details ALHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-90
Closed -$1K – 1329
2023
Q4 		$1K Buy
90
+21
+30% +$154 ﹤0.01% 1077
2023
Q3 		$0 Buy
+69
New +$416 ﹤0.01% 1261
2023
Q1 		– Sell
-22
Closed – – 1179
2022
Q4 		$0 Hold
22
– – ﹤0.01% 1186
2022
Q3 		$0 Hold
22
– – ﹤0.01% 1211
2022
Q2 		$0 Buy
+22
New +$232 ﹤0.01% 974

Other funds holding ALHC

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Capital Advisors Ltd's ALHC Position: Q1 2024 in Review

Capital Advisors Ltd sold out of Alignment Healthcare (ALHC) in Q1 2024, closing a stake of 90 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in ALHC in Q2 2022 and held it in 5 quarters. The position peaked at $1K in Q4 2023. 130 funds tracked by Wall St. Rank hold ALHC as of Q1 2024.

  • Capital Advisors Ltd reported no remaining Alignment Healthcare position as of Q1 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 90 Alignment Healthcare shares in Q1 2024, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Alignment Healthcare in Q2 2022 and held it in 5 quarters.
  • Capital Advisors Ltd's Alignment Healthcare position peaked at $1K in Q4 2023.
  • 130 funds tracked by Wall St. Rank held Alignment Healthcare as of Q1 2024.

Based on Capital Advisors Ltd's 13F filing for Q1 2024, filed 18 Apr 2024.