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Financial Planning & Information Services’s Alamo Group ALG Stock Holding History

Financial Planning & Information Services’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,203
Closed -$222K – 86
2023
Q1 		$222K Buy
+1,203
New +$198K 0.04% 80

Other funds holding ALG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Planning & Information Services's ALG Position: Q2 2023 in Review

Financial Planning & Information Services sold out of Alamo Group (ALG) in Q2 2023, closing a stake of 1,203 shares — an estimated $222K sold.

Financial Planning & Information Services first reported a position in ALG in Q1 2023 and held it in 1 quarter. The position peaked at $222K in Q1 2023. 219 funds tracked by Wall St. Rank hold ALG as of Q2 2023.

  • Financial Planning & Information Services reported no remaining Alamo Group position as of Q2 2023 after selling out during the quarter.
  • Financial Planning & Information Services sold 1,203 Alamo Group shares in Q2 2023, an estimated $222K.
  • Financial Planning & Information Services first reported a position in Alamo Group in Q1 2023 and held it in 1 quarter.
  • Financial Planning & Information Services's Alamo Group position peaked at $222K in Q1 2023.
  • 219 funds tracked by Wall St. Rank held Alamo Group as of Q2 2023.

Based on Financial Planning & Information Services's 13F filing for Q2 2023, filed 11 Aug 2023.