FFA
ALPP

Fragasso Financial Advisors’s Alpine 4 Holdings Inc ALPP Stock Holding History

Fragasso Financial Advisors’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
Q2 		– Sell
-2,595
Closed -$10.6K – 238
2023
Q1 		$10.6K Hold
2,595
– – ﹤0.01% 214
2022
Q4 		$11K Hold
2,595
– – ﹤0.01% 208
2022
Q3 		$12K Hold
2,595
– – ﹤0.01% 179
2022
Q2 		$15K Hold
2,595
– – ﹤0.01% 183
2022
Q1 		$22K Hold
2,595
– – ﹤0.01% 186
2021
Q4 		$40K Buy
+2,595
New +$57.6K ﹤0.01% 179

Other funds holding ALPP

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DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

Fragasso Financial Advisors's ALPP Position: Q2 2023 in Review

Fragasso Financial Advisors sold out of Alpine 4 Holdings Inc (ALPP) in Q2 2023, closing a stake of 2,595 shares — an estimated $10.6K sold.

Fragasso Financial Advisors first reported a position in ALPP in Q4 2021 and held it in 6 quarters. The position peaked at $40K in Q4 2021. 29 funds tracked by Wall St. Rank hold ALPP as of Q2 2023.

  • Fragasso Financial Advisors reported no remaining Alpine 4 Holdings Inc position as of Q2 2023 after selling out during the quarter.
  • Fragasso Financial Advisors sold 2,595 Alpine 4 Holdings Inc shares in Q2 2023, an estimated $10.6K.
  • Fragasso Financial Advisors first reported a position in Alpine 4 Holdings Inc in Q4 2021 and held it in 6 quarters.
  • Fragasso Financial Advisors's Alpine 4 Holdings Inc position peaked at $40K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held Alpine 4 Holdings Inc as of Q2 2023.

Based on Fragasso Financial Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.