LBA Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$635K Buy
14,980
+2,600
+21% +$109K 0.33% 58
2016
Q4
$491K Sell
12,380
-340
-3% -$13.6K 0.27% 65
2016
Q3
$511K Sell
12,720
-60
-0.5% -$2.35K 0.29% 60
2016
Q2
$450K Sell
12,780
-4,600
-26% -$169K 0.25% 70
2016
Q1
$663K Sell
17,380
-2,420
-12% -$89.1K 0.38% 46
2015
Q4
$770K Buy
+19,800
New +$733K 0.44% 40

Other funds holding GOOGL

LBA Wealth Management's GOOGL Position: Q1 2017 in Review

LBA Wealth Management increased its Alphabet (Google) Class A (GOOGL) stake by 21% in Q1 2017, buying an estimated $109K and bringing the position to 14,980 shares worth $635K. The position accounts for 0.33% of the portfolio, ranked #58.

LBA Wealth Management first reported a position in GOOGL in Q4 2015 and has held it in 6 quarters since. The position peaked at $770K in Q4 2015. 2,041 funds tracked by Wall St. Rank hold GOOGL as of Q1 2017.

  • LBA Wealth Management held 14,980 shares of Alphabet (Google) Class A worth $635K as of Q1 2017.
  • LBA Wealth Management bought 2,600 Alphabet (Google) Class A shares in Q1 2017, an estimated $109K.
  • Alphabet (Google) Class A made up 0.33% of LBA Wealth Management's portfolio in Q1 2017, its #58 holding.
  • LBA Wealth Management first reported a position in Alphabet (Google) Class A in Q4 2015 and has held it in 6 quarters since.
  • LBA Wealth Management's Alphabet (Google) Class A position peaked at $770K in Q4 2015.
  • 2,041 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.