Financial Planning & Information Services’s Alphabet (Google) Class A GOOGL Stock Holding History

Financial Planning & Information Services’s Portfolio GOOGL Stock Details GOOGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$508K	Sell	3,064 -350	-10%	-$58.7K	0.07%	59
2024 Q2	$622K	Sell	3,414 -35	-1%	-$5.9K	0.1%	54
2024 Q1	$521K	Buy	3,449 +165	+5%	+$23.6K	0.08%	58
2023 Q4	$459K	Sell	3,284 -72	-2%	-$9.67K	0.07%	63
2023 Q3	$439K	Sell	3,356 -254	-7%	-$32.9K	0.08%	63
2023 Q2	$432K	Buy	3,610 +189	+6%	+$21.8K	0.08%	63
2023 Q1	$355K	Hold	3,421	–	–	0.07%	68
2022 Q4	$302K	Sell	3,421 -183	-5%	-$17.4K	0.06%	70
2022 Q3	$345K	Buy	3,604 +24	+0.7%	+$2.66K	0.08%	59
2022 Q2	$391K	Sell	3,580 -120	-3%	-$14.1K	0.1%	56
2022 Q1	$515K	Buy	3,700 +2,200	+147%	+$299K	0.12%	53
2021 Q4	$218K	Sell	1,500 -60	-4%	-$8.64K	0.05%	76
2021 Q3	$209K	Buy	+1,560	New	+$212K	0.06%	74

Other funds holding GOOGL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Planning & Information Services's GOOGL Position: Q3 2024 in Review

Financial Planning & Information Services reduced its Alphabet (Google) Class A (GOOGL) stake by 10% in Q3 2024, selling an estimated $58.7K and leaving 3,064 shares worth $508K. The position accounts for 0.07% of the portfolio, ranked #59.

Financial Planning & Information Services first reported a position in GOOGL in Q3 2021 and has held it in 13 quarters since. The position peaked at $622K in Q2 2024. 4,505 funds tracked by Wall St. Rank hold GOOGL as of Q3 2024.

Financial Planning & Information Services held 3,064 shares of Alphabet (Google) Class A worth $508K as of Q3 2024.
Financial Planning & Information Services sold 350 Alphabet (Google) Class A shares in Q3 2024, an estimated $58.7K.
Alphabet (Google) Class A made up 0.07% of Financial Planning & Information Services's portfolio in Q3 2024, its #59 holding.
Financial Planning & Information Services first reported a position in Alphabet (Google) Class A in Q3 2021 and has held it in 13 quarters since.
Financial Planning & Information Services's Alphabet (Google) Class A position peaked at $622K in Q2 2024.
4,505 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.