IA
ALCO icon

IFP Advisors’s Alico ALCO Stock Holding History

IFP Advisors’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
2026
Q1 		– Sell
-5
Closed -$182 – 5022
2025
Q4 		$182 Hold
5
– – ﹤0.01% 4493
2025
Q3 		$173 Buy
+5
New +$166 ﹤0.01% 4425
2025
Q2 		– Hold
0
– – – 4163
2025
Q1 		– Hold
0
– – – 4261
2024
Q4 		– Sell
-311
Closed -$8.12K – 4558
2024
Q3 		$8.69K Buy
311
+1
+0.3% +$28 ﹤0.01% 2478
2024
Q2 		$8.03K Hold
310
– – ﹤0.01% 2416
2024
Q1 		$9.08K Hold
310
– – ﹤0.01% 2266
2023
Q4 		$9.02K Hold
310
– – ﹤0.01% 2223
2023
Q3 		$7.74K Hold
310
– – ﹤0.01% 2355
2023
Q2 		$7.89K Hold
310
– – ﹤0.01% 2379
2023
Q1 		$9.77K Hold
310
– – ﹤0.01% 2296
2022
Q4 		$10K Buy
+310
New +$8.96K ﹤0.01% 3356
2018
Q3 		– Sell
-165
Closed -$5K – 3805
2018
Q2 		$5K Hold
165
– – ﹤0.01% 3223
2018
Q1 		$5K Hold
165
– – ﹤0.01% 3134
2017
Q4 		$5K Hold
165
– – ﹤0.01% 3181
2017
Q3 		$6K Hold
165
– – ﹤0.01% 3275
2017
Q2 		$5K Hold
165
– – ﹤0.01% 3367
2017
Q1 		$4K Hold
165
– – ﹤0.01% 3383
2016
Q4 		$4K Buy
+165
New +$4.51K ﹤0.01% 3369

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return