FWS
ALPP

FinDec Wealth Services’s Alpine 4 Holdings Inc ALPP Stock Holding History

FinDec Wealth Services’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
Q4 		– Sell
-10,413
Closed -$7.55K – 47
2023
Q3 		$7.55K Hold
10,413
– – 0.01% 44
2023
Q2 		$21K Buy
10,413
+6,175
+146% +$16.4K 0.01% 45
2023
Q1 		$17.3K Buy
4,238
+337
+9% +$1.55K 0.01% 43
2022
Q4 		$16.5K Buy
+3,901
New +$19.2K 0.01% 41

Other funds holding ALPP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FinDec Wealth Services's ALPP Position: Q4 2023 in Review

FinDec Wealth Services sold out of Alpine 4 Holdings Inc (ALPP) in Q4 2023, closing a stake of 10,413 shares — an estimated $7.55K sold.

FinDec Wealth Services first reported a position in ALPP in Q4 2022 and held it in 4 quarters. The position peaked at $21K in Q2 2023. 24 funds tracked by Wall St. Rank hold ALPP as of Q4 2023.

  • FinDec Wealth Services reported no remaining Alpine 4 Holdings Inc position as of Q4 2023 after selling out during the quarter.
  • FinDec Wealth Services sold 10,413 Alpine 4 Holdings Inc shares in Q4 2023, an estimated $7.55K.
  • FinDec Wealth Services first reported a position in Alpine 4 Holdings Inc in Q4 2022 and held it in 4 quarters.
  • FinDec Wealth Services's Alpine 4 Holdings Inc position peaked at $21K in Q2 2023.
  • 24 funds tracked by Wall St. Rank held Alpine 4 Holdings Inc as of Q4 2023.

Based on FinDec Wealth Services's 13F filing for Q4 2023, filed 7 Feb 2024.