CWM
ALX

Compass Wealth Management’s Alexander's ALX Stock Holding History

Compass Wealth Management’s Portfolio ALX Stock Details ALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-100
Closed -$20.9K – 164
2025
Q1 		$20.9K Buy
+100
New +$20.2K 0.01% 322

Other funds holding ALX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Compass Wealth Management's ALX Position: Q2 2025 in Review

Compass Wealth Management sold out of Alexander's (ALX) in Q2 2025, closing a stake of 100 shares — an estimated $20.9K sold.

Compass Wealth Management first reported a position in ALX in Q1 2025 and held it in 1 quarter. The position peaked at $20.9K in Q1 2025. 141 funds tracked by Wall St. Rank hold ALX as of Q2 2025.

  • Compass Wealth Management reported no remaining Alexander's position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 100 Alexander's shares in Q2 2025, an estimated $20.9K.
  • Compass Wealth Management first reported a position in Alexander's in Q1 2025 and held it in 1 quarter.
  • Compass Wealth Management's Alexander's position peaked at $20.9K in Q1 2025.
  • 141 funds tracked by Wall St. Rank held Alexander's as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.