IFP Advisors’s Alexander's ALX Stock Holding History

IFP Advisors’s Portfolio ALX Stock Details ALX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.68K	Sell	41 -2	-5%	-$476	﹤0.01%	3161
2025 Q4	$9.37K	Buy	43 +6	+16%	+$1.34K	﹤0.01%	3098
2025 Q3	$8.68K	Buy	37 +5	+16%	+$1.18K	﹤0.01%	2973
2025 Q2	$7.21K	Buy	+32	New	+$6.89K	﹤0.01%	3116
2023 Q4	–	Sell	-4	Closed	-$729	–	3046
2023 Q3	$729	Hold	4	–	–	﹤0.01%	3060
2023 Q2	$735	Hold	4	–	–	﹤0.01%	3136
2023 Q1	$1.55K	Hold	4	–	–	﹤0.01%	2974
2022 Q4	$2K	Sell	4 -19	-83%	-$4.33K	﹤0.01%	4104
2022 Q3	$22K	Buy	23 +19	+475%	+$4.49K	﹤0.01%	2983
2022 Q2	$2K	Hold	4	–	–	﹤0.01%	4075
2022 Q1	$2K	Buy	+4	New	+$1.03K	﹤0.01%	4075
2020 Q4	–	Sell	-4	Closed	-$1.06K	–	2930
2020 Q3	$0	Buy	4 +2	+100%	+$507	﹤0.01%	2835
2020 Q2	$0	Buy	+2	New	+$536	﹤0.01%	2733
2017 Q1	–	Sell	-4	Closed	-$2K	–	3970
2016 Q4	$2K	Buy	+4	New	+$1.64K	﹤0.01%	3610

Other funds holding ALX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SG Americas Securities

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Geode Capital Management

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

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