EWA
ALX

EverSource Wealth Advisors’s Alexander's ALX Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$10.4K Sell
44
-3
-6% -$715 ﹤0.01% 2894
2025
Q4 		$10.2K Sell
47
-31
-40% -$6.92K ﹤0.01% 2785
2025
Q3 		$18.3K Sell
78
-38
-33% -$8.93K ﹤0.01% 2426
2025
Q2 		$26.1K Buy
116
+100
+625% +$21.5K ﹤0.01% 2090
2025
Q1 		$3.35K Buy
16
+1
+7% +$202 ﹤0.01% 2685
2024
Q4 		$3K Buy
15
+1
+7% +$221 ﹤0.01% 2561
2024
Q3 		$3.39K Hold
14
– – ﹤0.01% 2370
2024
Q2 		$3.39K Hold
14
– – ﹤0.01% 2360
2024
Q1 		$2.96K Hold
14
– – ﹤0.01% 2255
2023
Q4 		$2.99K Sell
14
-15
-52% -$2.84K ﹤0.01% 2056
2023
Q3 		$5.29K Hold
29
– – ﹤0.01% 1686
2023
Q2 		$5.33K Buy
+29
New +$5.22K ﹤0.01% 1708

Other funds holding ALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 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