Heritage Wealth Management (Arizona)’s Alphabet (Google) Class A GOOGL Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$794K	Buy	9,002 +3,786	+73%	+$360K	0.11%	131
2022 Q3	$499K	Buy	5,216 +256	+5%	+$28.4K	0.16%	100
2022 Q2	$540K	Sell	4,960 -220	-4%	-$25.9K	0.18%	91
2022 Q1	$720K	Buy	+5,180	New	+$704K	0.19%	88
2021 Q3	$513K	Sell	3,840 -220	-5%	-$29.9K	0.18%	86
2021 Q2	$496K	Sell	4,060 -440	-10%	-$51.4K	0.19%	91
2021 Q1	$464K	Buy	+4,500	New	+$444K	0.26%	73

Other funds holding GOOGL

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GOOGL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Alphabet (Google) Class A (GOOGL) stake by 73% in Q4 2022, buying an estimated $360K and bringing the position to 9,002 shares worth $794K. The position accounts for 0.11% of the portfolio, ranked #131.

Heritage Wealth Management (Arizona) first reported a position in GOOGL in Q1 2021 and has held it in 7 quarters since. 3,858 funds tracked by Wall St. Rank hold GOOGL as of Q4 2022.

Heritage Wealth Management (Arizona) held 9,002 shares of Alphabet (Google) Class A worth $794K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 3,786 Alphabet (Google) Class A shares in Q4 2022, an estimated $360K.
Alphabet (Google) Class A made up 0.11% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #131 holding.
Heritage Wealth Management (Arizona) first reported a position in Alphabet (Google) Class A in Q1 2021 and has held it in 7 quarters since.
3,858 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.