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Capital Performance Advisors’s Alamo Group ALG Stock Holding History

Capital Performance Advisors’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14
Closed -$2.52K – 264
2024
Q3 		$2.52K Buy
+14
New +$2.5K ﹤0.01% 1450

Other funds holding ALG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital Performance Advisors's ALG Position: Q4 2024 in Review

Capital Performance Advisors sold out of Alamo Group (ALG) in Q4 2024, closing a stake of 14 shares — an estimated $2.52K sold.

Capital Performance Advisors first reported a position in ALG in Q3 2024 and held it in 1 quarter. The position peaked at $2.52K in Q3 2024. 263 funds tracked by Wall St. Rank hold ALG as of Q4 2024.

  • Capital Performance Advisors reported no remaining Alamo Group position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 14 Alamo Group shares in Q4 2024, an estimated $2.52K.
  • Capital Performance Advisors first reported a position in Alamo Group in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Alamo Group position peaked at $2.52K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held Alamo Group as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.