KWA
ALX

KCS Wealth Advisory’s Alexander's ALX Stock Holding History

KCS Wealth Advisory’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
2023
Q3 		– Sell
-1,323
Closed -$243K – 134
2023
Q2 		$243K Sell
1,323
-1,100
-45% -$198K 0.08% 138
2023
Q1 		$469K Sell
2,423
-3,963
-62% -$858K 0.18% 100
2022
Q4 		$1.41M Sell
6,386
-556
-8% -$127K 0.58% 54
2022
Q3 		$1.45M Sell
6,942
-60
-0.9% -$14.2K 0.67% 51
2022
Q2 		$1.56M Buy
7,002
+545
+8% +$132K 0.69% 52
2022
Q1 		$1.65M Buy
6,457
+504
+8% +$130K 0.77% 52
2021
Q4 		$1.55M Buy
5,953
+1,029
+21% +$276K 0.62% 55
2021
Q3 		$1.28M Buy
4,924
+3,377
+218% +$903K 0.61% 56
2021
Q2 		$415K Buy
+1,547
New +$428K 0.2% 109

Other funds holding ALX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

KCS Wealth Advisory's ALX Position: Q3 2023 in Review

KCS Wealth Advisory sold out of Alexander's (ALX) in Q3 2023, closing a stake of 1,323 shares — an estimated $243K sold.

KCS Wealth Advisory first reported a position in ALX in Q2 2021 and held it in 9 quarters. The position peaked at $1.65M in Q1 2022. 99 funds tracked by Wall St. Rank hold ALX as of Q3 2023.

  • KCS Wealth Advisory reported no remaining Alexander's position as of Q3 2023 after selling out during the quarter.
  • KCS Wealth Advisory sold 1,323 Alexander's shares in Q3 2023, an estimated $243K.
  • KCS Wealth Advisory first reported a position in Alexander's in Q2 2021 and held it in 9 quarters.
  • KCS Wealth Advisory's Alexander's position peaked at $1.65M in Q1 2022.
  • 99 funds tracked by Wall St. Rank held Alexander's as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.