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Golden State Wealth Management’s Alaska Air ALK Stock Holding History

Golden State Wealth Management’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5
Closed -$324 – 1589
2024
Q4 		$324 Buy
+5
New +$263 ﹤0.01% 1450
2019
Q4 		– Sell
-50
Closed -$3K – 86
2019
Q3 		$3K Hold
50
– – ﹤0.01% 909
2019
Q2 		$3K Hold
50
– – ﹤0.01% 926
2019
Q1 		$3K Buy
+50
New +$3.05K ﹤0.01% 966

Other funds holding ALK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Golden State Wealth Management's ALK Position: Q1 2025 in Review

Golden State Wealth Management sold out of Alaska Air (ALK) in Q1 2025, closing a stake of 5 shares — an estimated $324 sold.

Golden State Wealth Management first reported a position in ALK in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q3 2019. 528 funds tracked by Wall St. Rank hold ALK as of Q1 2025.

  • Golden State Wealth Management reported no remaining Alaska Air position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 5 Alaska Air shares in Q1 2025, an estimated $324.
  • Golden State Wealth Management first reported a position in Alaska Air in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Alaska Air position peaked at $3K in Q3 2019.
  • 528 funds tracked by Wall St. Rank held Alaska Air as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.