Clear Perspectives Financial Planning’s Alphabet (Google) Class A GOOGL Stock Holding History

Clear Perspectives Financial Planning’s Portfolio GOOGL Stock Details GOOGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$62.2K	Sell	600 -9	-1%	-$863	0.03%	63
2022 Q4	$53.7K	Buy	609 +9	+2%	+$855	0.03%	76
2022 Q3	$57K	Hold	600	–	–	0.03%	77
2022 Q2	$65K	Hold	600	–	–	0.03%	76
2022 Q1	$83K	Sell	600 -340	-36%	-$46.2K	0.03%	75
2021 Q4	$136K	Buy	940 +340	+57%	+$49K	0.06%	68
2021 Q3	$80K	Hold	600	–	–	0.04%	82
2021 Q2	$73K	Hold	600	–	–	0.04%	85
2021 Q1	$62K	Hold	600	–	–	0.04%	82
2020 Q4	$53K	Buy	+600	New	+$50.5K	0.03%	84

Other funds holding GOOGL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clear Perspectives Financial Planning's GOOGL Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Alphabet (Google) Class A (GOOGL) stake by 1.5% in Q1 2023, selling an estimated $863 and leaving 600 shares worth $62.2K. The position accounts for 0.03% of the portfolio, ranked #63.

Clear Perspectives Financial Planning first reported a position in GOOGL in Q4 2020 and has held it in 10 quarters since. The position peaked at $136K in Q4 2021. 3,895 funds tracked by Wall St. Rank hold GOOGL as of Q1 2023.

Clear Perspectives Financial Planning held 600 shares of Alphabet (Google) Class A worth $62.2K as of Q1 2023.
Clear Perspectives Financial Planning sold 9 Alphabet (Google) Class A shares in Q1 2023, an estimated $863.
Alphabet (Google) Class A made up 0.03% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #63 holding.
Clear Perspectives Financial Planning first reported a position in Alphabet (Google) Class A in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Alphabet (Google) Class A position peaked at $136K in Q4 2021.
3,895 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.