PIWA
ALEX

Prevail Innovative Wealth Advisors’s Alexander & Baldwin ALEX Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio ALEX Stock Details ALEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-63,609
Closed -$1.16M – 190
2025
Q3 		$1.16M Sell
63,609
-1,245
-2% -$22.9K 0.22% 142
2025
Q2 		$1.16M Buy
+64,854
New +$1.13M 0.26% 120

Other funds holding ALEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Prevail Innovative Wealth Advisors's ALEX Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Alexander & Baldwin (ALEX) in Q4 2025, closing a stake of 63,609 shares — an estimated $1.16M sold.

Prevail Innovative Wealth Advisors first reported a position in ALEX in Q2 2025 and held it in 2 quarters. The position peaked at $1.16M in Q3 2025. 268 funds tracked by Wall St. Rank hold ALEX as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Alexander & Baldwin position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 63,609 Alexander & Baldwin shares in Q4 2025, an estimated $1.16M.
  • Prevail Innovative Wealth Advisors first reported a position in Alexander & Baldwin in Q2 2025 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Alexander & Baldwin position peaked at $1.16M in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Alexander & Baldwin as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.