Peterson Financial Group’s Alphabet (Google) Class A GOOGL Stock Holding History

Peterson Financial Group’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
2024 Q3	$93.5K	Buy	+564	New	+$94.6K	0.36%	56
2023 Q1	–	Sell	-19,246	Closed	-$1.7M	–	39
2022 Q4	$1.7M	Sell	19,246 -10,414	-35%	-$990K	2.25%	8
2022 Q3	$2.84M	Buy	29,660 +2,380	+9%	+$264K	2.76%	5
2022 Q2	$2.97M	Buy	27,280 +2,040	+8%	+$240K	2.8%	5
2022 Q1	$3.51M	Buy	25,240 +1,400	+6%	+$190K	2.91%	4
2021 Q4	$3.45M	Buy	+23,840	New	+$3.43M	2.82%	4

Other funds holding GOOGL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peterson Financial Group's GOOGL Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Alphabet (Google) Class A (GOOGL) in Q3 2024: 564 shares worth $93.5K. The stake represents 0.36% of the portfolio and ranks #56 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in GOOGL as recently as Q4 2022.

Peterson Financial Group first reported a position in GOOGL in Q4 2021 and has held it in 6 quarters since. The position peaked at $3.51M in Q1 2022. 4,506 funds tracked by Wall St. Rank hold GOOGL as of Q3 2024.

Peterson Financial Group held 564 shares of Alphabet (Google) Class A worth $93.5K as of Q3 2024.
Alphabet (Google) Class A was a new Peterson Financial Group position in Q3 2024.
Alphabet (Google) Class A made up 0.36% of Peterson Financial Group's portfolio in Q3 2024, its #56 holding.
Peterson Financial Group first reported a position in Alphabet (Google) Class A in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's Alphabet (Google) Class A position peaked at $3.51M in Q1 2022.
4,506 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.