Forvis Mazars Wealth Advisors’s Alector ALEC Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio ALEC Stock Details ALEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,000	Closed	-$61.9K	–	408
2023 Q1	$61.9K	Hold	10,000	–	–	﹤0.01%	406
2022 Q4	$92.3K	Hold	10,000	–	–	﹤0.01%	384
2022 Q3	$95K	Hold	10,000	–	–	﹤0.01%	381
2022 Q2	$102K	Hold	10,000	–	–	﹤0.01%	384
2022 Q1	$143K	Buy	+10,000	New	+$158K	0.01%	295

Other funds holding ALEC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

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

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ALEC Position: Q2 2023 in Review

Forvis Mazars Wealth Advisors sold out of Alector (ALEC) in Q2 2023, closing a stake of 10,000 shares — an estimated $61.9K sold.

Forvis Mazars Wealth Advisors first reported a position in ALEC in Q1 2022 and held it in 5 quarters. The position peaked at $143K in Q1 2022. 145 funds tracked by Wall St. Rank hold ALEC as of Q2 2023.

Forvis Mazars Wealth Advisors reported no remaining Alector position as of Q2 2023 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 10,000 Alector shares in Q2 2023, an estimated $61.9K.
Forvis Mazars Wealth Advisors first reported a position in Alector in Q1 2022 and held it in 5 quarters.
Forvis Mazars Wealth Advisors's Alector position peaked at $143K in Q1 2022.
145 funds tracked by Wall St. Rank held Alector as of Q2 2023.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.