Cypress Wealth Services’s Alaska Air ALK Stock Holding History

Cypress Wealth Services’s Portfolio ALK Stock Details ALK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-5,915	Closed	-$217K	–	296
2020 Q3	$217K	Buy	+5,915	New	+$222K	0.06%	242

Other funds holding ALK

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cypress Wealth Services's ALK Position: Q4 2021 in Review

Cypress Wealth Services sold out of Alaska Air (ALK) in Q4 2021, closing a stake of 5,025 shares — an estimated $294K sold.

Cypress Wealth Services first reported a position in ALK in Q2 2020 and held it in 5 quarters. The position peaked at $394K in Q1 2021. 535 funds tracked by Wall St. Rank hold ALK as of Q4 2021.

Cypress Wealth Services reported no remaining Alaska Air position as of Q4 2021 after selling out during the quarter.
Cypress Wealth Services sold 5,025 Alaska Air shares in Q4 2021, an estimated $294K.
Cypress Wealth Services first reported a position in Alaska Air in Q2 2020 and held it in 5 quarters.
Cypress Wealth Services's Alaska Air position peaked at $394K in Q1 2021.
535 funds tracked by Wall St. Rank held Alaska Air as of Q4 2021.

Based on Cypress Wealth Services's 13F filing for Q4 2021, filed 19 Jan 2022.