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Mark Sheptoff Financial Planning’s Astera Labs ALAB Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ALAB Stock Details ALAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-490
Closed -$64.9K – 470
2024
Q4 		$64.9K Buy
+490
New +$46K 0.03% 157

Other funds holding ALAB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Mark Sheptoff Financial Planning's ALAB Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of Astera Labs (ALAB) in Q1 2025, closing a stake of 490 shares — an estimated $64.9K sold.

Mark Sheptoff Financial Planning first reported a position in ALAB in Q4 2024 and held it in 1 quarter. The position peaked at $64.9K in Q4 2024. 391 funds tracked by Wall St. Rank hold ALAB as of Q1 2025.

  • Mark Sheptoff Financial Planning reported no remaining Astera Labs position as of Q1 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 490 Astera Labs shares in Q1 2025, an estimated $64.9K.
  • Mark Sheptoff Financial Planning first reported a position in Astera Labs in Q4 2024 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Astera Labs position peaked at $64.9K in Q4 2024.
  • 391 funds tracked by Wall St. Rank held Astera Labs as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.