OIWM
ALG icon

OptiFour Integrated Wealth Management’s Alamo Group ALG Stock Holding History

OptiFour Integrated Wealth Management’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
2019
Q4 		$2.58M Buy
20,588
+700
+4% +$81.9K 1.78% 15
2019
Q3 		$2.34M Hold
19,888
– – 1.66% 16
2019
Q2 		$1.99M Buy
+19,888
New +$1.98M 1.39% 16

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

OptiFour Integrated Wealth Management's ALG Position: Q4 2019 in Review

OptiFour Integrated Wealth Management increased its Alamo Group (ALG) stake by 3.5% in Q4 2019, buying an estimated $81.9K and bringing the position to 20,588 shares worth $2.58M. The position accounts for 1.78% of the portfolio, ranked #15.

OptiFour Integrated Wealth Management first reported a position in ALG in Q2 2019 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold ALG as of Q4 2019.

  • OptiFour Integrated Wealth Management held 20,588 shares of Alamo Group worth $2.58M as of Q4 2019.
  • OptiFour Integrated Wealth Management bought 700 Alamo Group shares in Q4 2019, an estimated $81.9K.
  • Alamo Group made up 1.78% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #15 holding.
  • OptiFour Integrated Wealth Management first reported a position in Alamo Group in Q2 2019 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Alamo Group as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.