DCM
ALPP

Donaldson Capital Management’s Alpine 4 Holdings Inc ALPP Stock Holding History

Donaldson Capital 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
Q3 		– Sell
-18,000
Closed -$36.4K – 241
2023
Q2 		$36.4K Hold
18,000
– – ﹤0.01% 229
2023
Q1 		$73.4K Buy
+18,000
New +$82.7K ﹤0.01% 219

Other funds holding ALPP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Donaldson Capital Management's ALPP Position: Q3 2023 in Review

Donaldson Capital Management sold out of Alpine 4 Holdings Inc (ALPP) in Q3 2023, closing a stake of 18,000 shares — an estimated $36.4K sold.

Donaldson Capital Management first reported a position in ALPP in Q1 2023 and held it in 2 quarters. The position peaked at $73.4K in Q1 2023. 27 funds tracked by Wall St. Rank hold ALPP as of Q3 2023.

  • Donaldson Capital Management reported no remaining Alpine 4 Holdings Inc position as of Q3 2023 after selling out during the quarter.
  • Donaldson Capital Management sold 18,000 Alpine 4 Holdings Inc shares in Q3 2023, an estimated $36.4K.
  • Donaldson Capital Management first reported a position in Alpine 4 Holdings Inc in Q1 2023 and held it in 2 quarters.
  • Donaldson Capital Management's Alpine 4 Holdings Inc position peaked at $73.4K in Q1 2023.
  • 27 funds tracked by Wall St. Rank held Alpine 4 Holdings Inc as of Q3 2023.

Based on Donaldson Capital Management's 13F filing for Q3 2023, filed 11 Oct 2023.