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One Wealth Advisors’s Alamo Group ALG Stock Holding History

One Wealth Advisors’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
-527
Closed -$74.6K – 210
2022
Q4 		$74.6K Buy
+527
New +$76.3K 0.02% 338
2019
Q2 		– Sell
-303
Closed -$30K – 134
2019
Q1 		$30K Buy
+303
New +$27.3K 0.02% 248

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

One Wealth Advisors's ALG Position: Q1 2023 in Review

One Wealth Advisors sold out of Alamo Group (ALG) in Q1 2023, closing a stake of 527 shares — an estimated $74.6K sold.

One Wealth Advisors first reported a position in ALG in Q1 2019 and held it in 2 quarters. The position peaked at $74.6K in Q4 2022. 207 funds tracked by Wall St. Rank hold ALG as of Q1 2023.

  • One Wealth Advisors reported no remaining Alamo Group position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 527 Alamo Group shares in Q1 2023, an estimated $74.6K.
  • One Wealth Advisors first reported a position in Alamo Group in Q1 2019 and held it in 2 quarters.
  • One Wealth Advisors's Alamo Group position peaked at $74.6K in Q4 2022.
  • 207 funds tracked by Wall St. Rank held Alamo Group as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.