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Laurel Wealth Planning’s Alamo Group ALG Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-396
Closed -$56.1K – 68
2022
Q4 		$56.1K Hold
396
– – 0.04% 104
2022
Q3 		$48K Hold
396
– – 0.04% 103
2022
Q2 		$46K Sell
396
-54
-12% -$6.62K 0.03% 112
2022
Q1 		$65K Buy
+450
New +$65.2K 0.04% 112

Other funds holding ALG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laurel Wealth Planning's ALG Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Alamo Group (ALG) in Q1 2023, closing a stake of 396 shares — an estimated $56.1K sold.

Laurel Wealth Planning first reported a position in ALG in Q1 2022 and held it in 4 quarters. The position peaked at $65K in Q1 2022. 207 funds tracked by Wall St. Rank hold ALG as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Alamo Group position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 396 Alamo Group shares in Q1 2023, an estimated $56.1K.
  • Laurel Wealth Planning first reported a position in Alamo Group in Q1 2022 and held it in 4 quarters.
  • Laurel Wealth Planning's Alamo Group position peaked at $65K in Q1 2022.
  • 207 funds tracked by Wall St. Rank held Alamo Group as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.