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Carolinas Wealth Consulting’s Alector ALEC Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-1,500
Closed -$1.84K – 32
2025
Q1 		$1.84K Hold
1,500
– – ﹤0.01% 820
2024
Q4 		$2.83K Hold
1,500
– – ﹤0.01% 751
2024
Q3 		$6.99K Hold
1,500
– – ﹤0.01% 615
2024
Q2 		$6.81K Hold
1,500
– – ﹤0.01% 609
2024
Q1 		$9.03K Buy
+1,500
New +$9.81K ﹤0.01% 575

Other funds holding ALEC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MC
Merck & Co Kenilworth, New Jersey $526M AUM 175.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carolinas Wealth Consulting's ALEC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Alector (ALEC) in Q2 2025, closing a stake of 1,500 shares — an estimated $1.84K sold.

Carolinas Wealth Consulting first reported a position in ALEC in Q1 2024 and held it in 5 quarters. The position peaked at $9.03K in Q1 2024. 136 funds tracked by Wall St. Rank hold ALEC as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Alector position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,500 Alector shares in Q2 2025, an estimated $1.84K.
  • Carolinas Wealth Consulting first reported a position in Alector in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Alector position peaked at $9.03K in Q1 2024.
  • 136 funds tracked by Wall St. Rank held Alector as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.