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Global Wealth Management Investment Advisory’s Alico ALCO Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-100
Closed -$3K – 625
2019
Q2 		$3K Buy
+100
New +$2.77K ﹤0.01% 486

Other funds holding ALCO

CGC
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BRCA
Birch Run Capital Advisors Dallas, Texas $86.9M AUM 87.25% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Wealth Management Investment Advisory's ALCO Position: Q3 2019 in Review

Global Wealth Management Investment Advisory sold out of Alico (ALCO) in Q3 2019, closing a stake of 100 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in ALCO in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 53 funds tracked by Wall St. Rank hold ALCO as of Q3 2019.

  • Global Wealth Management Investment Advisory reported no remaining Alico position as of Q3 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 Alico shares in Q3 2019, an estimated $3K.
  • Global Wealth Management Investment Advisory first reported a position in Alico in Q2 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Alico position peaked at $3K in Q2 2019.
  • 53 funds tracked by Wall St. Rank held Alico as of Q3 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.