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Legacy Wealth Planning’s Alphabet (Google) Class C GOOG Stock Holding History

Legacy Wealth Planning’s Portfolio GOOG Stock Details GOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$201K Buy
+2,090
New +$233K 0.33% 79
2022
Q2 		– Sell
-1,540
Closed -$215K – 94
2022
Q1 		$215K Hold
1,540
– – 0.25% 93
2021
Q4 		$223K Hold
1,540
– – 0.25% 85
2021
Q3 		$205K Buy
+1,540
New +$212K 0.23% 93

Other funds holding GOOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Legacy Wealth Planning's GOOG Position: Q3 2022 in Review

Legacy Wealth Planning opened a new position in Alphabet (Google) Class C (GOOG) in Q3 2022: 2,090 shares worth $201K. The stake represents 0.33% of the portfolio and ranks #79 among its holdings. This is a return to the name: Legacy Wealth Planning previously reported a position in GOOG as recently as Q1 2022.

Legacy Wealth Planning first reported a position in GOOG in Q3 2021 and has held it in 4 quarters since. The position peaked at $223K in Q4 2021. 3,331 funds tracked by Wall St. Rank hold GOOG as of Q3 2022.

  • Legacy Wealth Planning held 2,090 shares of Alphabet (Google) Class C worth $201K as of Q3 2022.
  • Alphabet (Google) Class C was a new Legacy Wealth Planning position in Q3 2022.
  • Alphabet (Google) Class C made up 0.33% of Legacy Wealth Planning's portfolio in Q3 2022, its #79 holding.
  • Legacy Wealth Planning first reported a position in Alphabet (Google) Class C in Q3 2021 and has held it in 4 quarters since.
  • Legacy Wealth Planning's Alphabet (Google) Class C position peaked at $223K in Q4 2021.
  • 3,331 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.