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OptiFour Integrated Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History

OptiFour Integrated Wealth Management’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
2018
Q1 		– Sell
-4,440
Closed -$234K – 61
2017
Q4 		$234K Buy
+4,440
New +$229K 0.2% 55

Other funds holding GOOGL

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

OptiFour Integrated Wealth Management's GOOGL Position: Q1 2018 in Review

OptiFour Integrated Wealth Management sold out of Alphabet (Google) Class A (GOOGL) in Q1 2018, closing a stake of 4,440 shares — an estimated $234K sold.

OptiFour Integrated Wealth Management first reported a position in GOOGL in Q4 2017 and held it in 1 quarter. The position peaked at $234K in Q4 2017. 2,293 funds tracked by Wall St. Rank hold GOOGL as of Q1 2018.

  • OptiFour Integrated Wealth Management reported no remaining Alphabet (Google) Class A position as of Q1 2018 after selling out during the quarter.
  • OptiFour Integrated Wealth Management sold 4,440 Alphabet (Google) Class A shares in Q1 2018, an estimated $234K.
  • OptiFour Integrated Wealth Management first reported a position in Alphabet (Google) Class A in Q4 2017 and held it in 1 quarter.
  • OptiFour Integrated Wealth Management's Alphabet (Google) Class A position peaked at $234K in Q4 2017.
  • 2,293 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2018.

Based on OptiFour Integrated Wealth Management's 13F filing for Q1 2018, filed 7 May 2019.