CSWM
ALPP

Cassady Schiller Wealth Management’s Alpine 4 Holdings Inc ALPP Stock Holding History

Cassady Schiller Wealth Management’s Portfolio ALPP Stock Details ALPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-21
Closed -$87 – 496
2023
Q1 		$87 Hold
21
– – ﹤0.01% 456
2022
Q4 		$90 Buy
+21
New +$103 ﹤0.01% 469

Other funds holding ALPP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

Cassady Schiller Wealth Management's ALPP Position: Q2 2023 in Review

Cassady Schiller Wealth Management sold out of Alpine 4 Holdings Inc (ALPP) in Q2 2023, closing a stake of 21 shares — an estimated $87 sold.

Cassady Schiller Wealth Management first reported a position in ALPP in Q4 2022 and held it in 2 quarters. The position peaked at $90 in Q4 2022. 29 funds tracked by Wall St. Rank hold ALPP as of Q2 2023.

  • Cassady Schiller Wealth Management reported no remaining Alpine 4 Holdings Inc position as of Q2 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 21 Alpine 4 Holdings Inc shares in Q2 2023, an estimated $87.
  • Cassady Schiller Wealth Management first reported a position in Alpine 4 Holdings Inc in Q4 2022 and held it in 2 quarters.
  • Cassady Schiller Wealth Management's Alpine 4 Holdings Inc position peaked at $90 in Q4 2022.
  • 29 funds tracked by Wall St. Rank held Alpine 4 Holdings Inc as of Q2 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.