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Plante Moran Financial Advisors’s Alaska Air ALK Stock Holding History

Plante Moran Financial Advisors’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2
Closed -$86 – 795
2022
Q4 		$86 Buy
+2
New +$88 ﹤0.01% 832
2022
Q1 		– Sell
-146
Closed -$8K – 799
2021
Q4 		$8K Buy
+146
New +$7.91K ﹤0.01% 713
2017
Q4 		– Sell
-59
Closed -$4K – 875
2017
Q3 		$4K Sell
59
-10
-14% -$818 ﹤0.01% 670
2017
Q2 		$6K Buy
69
+59
+590% +$5.17K ﹤0.01% 631
2017
Q1 		$1K Hold
10
– – ﹤0.01% 812
2016
Q4 		$1K Hold
10
– – ﹤0.01% 899
2016
Q3 		$1K Sell
10
-18
-64% -$1.18K ﹤0.01% 882
2016
Q2 		$2K Buy
+28
New +$1.93K ﹤0.01% 778

Other funds holding ALK

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Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return