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JP Morgan Private Wealth Advisors’s Alamo Group ALG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$378K Sell
2,185
-38
-2% -$6.81K ﹤0.01% 1361
2023
Q2 		$409K Sell
2,223
-422
-16% -$75.3K ﹤0.01% 1113
2023
Q1 		$487K Buy
2,645
+292
+12% +$48K ﹤0.01% 1490
2022
Q4 		$333K Sell
2,353
-12
-0.5% -$1.74K ﹤0.01% 1620
2022
Q3 		$289K Sell
2,365
-97
-4% -$12.3K ﹤0.01% 1662
2022
Q2 		$287K Sell
2,462
-28
-1% -$3.43K ﹤0.01% 1669
2022
Q1 		$358K Buy
2,490
+138
+6% +$20K ﹤0.01% 1679
2021
Q4 		$346K Sell
2,352
-218
-8% -$32.3K ﹤0.01% 1690
2021
Q3 		$359K Buy
2,570
+67
+3% +$9.87K ﹤0.01% 1632
2021
Q2 		$382K Buy
2,503
+358
+17% +$55.5K ﹤0.01% 1588
2021
Q1 		$335K Sell
2,145
-224
-9% -$34K ﹤0.01% 1484
2020
Q4 		$327K Buy
2,369
+111
+5% +$14.4K ﹤0.01% 1466
2020
Q3 		$244K Buy
2,258
+35
+2% +$3.72K ﹤0.01% 1444
2020
Q2 		$228K Buy
+2,223
New +$213K ﹤0.01% 1415

Other funds holding ALG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ALG Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Alamo Group (ALG) stake by 1.7% in Q3 2023, selling an estimated $6.81K and leaving 2,185 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

JP Morgan Private Wealth Advisors first reported a position in ALG in Q2 2020 and has held it in 14 quarters since. The position peaked at $487K in Q1 2023. 230 funds tracked by Wall St. Rank hold ALG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,185 shares of Alamo Group worth $378K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 38 Alamo Group shares in Q3 2023, an estimated $6.81K.
  • Alamo Group made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1361 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Alamo Group in Q2 2020 and has held it in 14 quarters since.
  • JP Morgan Private Wealth Advisors's Alamo Group position peaked at $487K in Q1 2023.
  • 230 funds tracked by Wall St. Rank held Alamo Group as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.