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Legacy Wealth Planning’s Alphabet (Google) Class A GOOGL Stock Holding History

Legacy Wealth Planning’s Portfolio GOOGL Stock Details GOOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$209K Buy
+2,180
New +$242K 0.35% 69
2022
Q2 		– Sell
-1,660
Closed -$231K – 95
2022
Q1 		$231K Sell
1,660
-20
-1% -$2.72K 0.27% 81
2021
Q4 		$243K Sell
1,680
-320
-16% -$46.1K 0.28% 78
2021
Q3 		$267K Buy
2,000
+40
+2% +$5.44K 0.3% 74
2021
Q2 		$239K Buy
+1,960
New +$229K 0.27% 84

Other funds holding GOOGL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Legacy Wealth Planning opened a new position in Alphabet (Google) Class A (GOOGL) in Q3 2022: 2,180 shares worth $209K. The stake represents 0.35% of the portfolio and ranks #69 among its holdings. This is a return to the name: Legacy Wealth Planning previously reported a position in GOOGL as recently as Q1 2022.

Legacy Wealth Planning first reported a position in GOOGL in Q2 2021 and has held it in 5 quarters since. The position peaked at $267K in Q3 2021. 3,722 funds tracked by Wall St. Rank hold GOOGL as of Q3 2022.

  • Legacy Wealth Planning held 2,180 shares of Alphabet (Google) Class A worth $209K as of Q3 2022.
  • Alphabet (Google) Class A was a new Legacy Wealth Planning position in Q3 2022.
  • Alphabet (Google) Class A made up 0.35% of Legacy Wealth Planning's portfolio in Q3 2022, its #69 holding.
  • Legacy Wealth Planning first reported a position in Alphabet (Google) Class A in Q2 2021 and has held it in 5 quarters since.
  • Legacy Wealth Planning's Alphabet (Google) Class A position peaked at $267K in Q3 2021.
  • 3,722 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2022.

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