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Raffa Wealth Management’s Alico ALCO Stock Holding History

Raffa Wealth Management’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-51
Closed -$1.32K – 1081
2024
Q4 		$1.32K Hold
51
– – ﹤0.01% 781
2024
Q3 		$1.43K Buy
+51
New +$1.42K ﹤0.01% 727

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raffa Wealth Management's ALCO Position: Q1 2025 in Review

Raffa Wealth Management sold out of Alico (ALCO) in Q1 2025, closing a stake of 51 shares — an estimated $1.32K sold.

Raffa Wealth Management first reported a position in ALCO in Q3 2024 and held it in 2 quarters. The position peaked at $1.43K in Q3 2024. 82 funds tracked by Wall St. Rank hold ALCO as of Q1 2025.

  • Raffa Wealth Management reported no remaining Alico position as of Q1 2025 after selling out during the quarter.
  • Raffa Wealth Management sold 51 Alico shares in Q1 2025, an estimated $1.32K.
  • Raffa Wealth Management first reported a position in Alico in Q3 2024 and held it in 2 quarters.
  • Raffa Wealth Management's Alico position peaked at $1.43K in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Alico as of Q1 2025.

Based on Raffa Wealth Management's 13F filing for Q1 2025, filed 27 Jul 2026.