HWP
GOOGL icon

Hefty Wealth Partners’s Alphabet (Google) Class A GOOGL Stock Holding History

Hefty Wealth Partners’s Portfolio GOOGL Stock Details GOOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$89K Hold
1,720
– – 0.06% 112
2017
Q4 		$91K Hold
1,720
– – 0.06% 108
2017
Q3 		$84K Hold
1,720
– – 0.06% 107
2017
Q2 		$79K Buy
1,720
+560
+48% +$26.2K 0.05% 103
2017
Q1 		$49K Buy
1,160
+1,000
+625% +$42K 0.04% 130
2016
Q4 		$6K Hold
160
– – 0.01% 181
2016
Q3 		$6K Buy
+160
New +$6.26K ﹤0.01% 187

Other funds holding GOOGL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Hefty Wealth Partners's GOOGL Position: Q1 2018 in Review

Hefty Wealth Partners held its Alphabet (Google) Class A (GOOGL) position steady in Q1 2018 at 1,720 shares worth $89K. The position accounts for 0.06% of the portfolio, ranked #112.

Hefty Wealth Partners first reported a position in GOOGL in Q3 2016 and has held it in 7 quarters since. The position peaked at $91K in Q4 2017. 2,292 funds tracked by Wall St. Rank hold GOOGL as of Q1 2018.

  • Hefty Wealth Partners held 1,720 shares of Alphabet (Google) Class A worth $89K as of Q1 2018.
  • Hefty Wealth Partners left its Alphabet (Google) Class A share count unchanged in Q1 2018.
  • Alphabet (Google) Class A made up 0.06% of Hefty Wealth Partners's portfolio in Q1 2018, its #112 holding.
  • Hefty Wealth Partners first reported a position in Alphabet (Google) Class A in Q3 2016 and has held it in 7 quarters since.
  • Hefty Wealth Partners's Alphabet (Google) Class A position peaked at $91K in Q4 2017.
  • 2,292 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.