RJFSA
ALPP

Raymond James Financial Services Advisors’s Alpine 4 Holdings Inc ALPP Stock Holding History

Raymond James Financial Services Advisors’s Portfolio ALPP Stock Details ALPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,631
Closed -$31.1K – 3385
2023
Q1 		$31.1K Hold
7,631
– – ﹤0.01% 3154
2022
Q4 		$32.3K Sell
7,631
-593
-7% -$2.92K ﹤0.01% 3123
2022
Q3 		$37K Hold
8,224
– – ﹤0.01% 3116
2022
Q2 		$47K Sell
8,224
-37
-0.4% -$237 ﹤0.01% 3094
2022
Q1 		$69K Hold
8,261
– – ﹤0.01% 3156
2021
Q4 		$127K Buy
+8,261
New +$184K ﹤0.01% 3083

Other funds holding ALPP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

Raymond James Financial Services Advisors's ALPP Position: Q2 2023 in Review

Raymond James Financial Services Advisors sold out of Alpine 4 Holdings Inc (ALPP) in Q2 2023, closing a stake of 7,631 shares — an estimated $31.1K sold.

Raymond James Financial Services Advisors first reported a position in ALPP in Q4 2021 and held it in 6 quarters. The position peaked at $127K in Q4 2021. 29 funds tracked by Wall St. Rank hold ALPP as of Q2 2023.

  • Raymond James Financial Services Advisors reported no remaining Alpine 4 Holdings Inc position as of Q2 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 7,631 Alpine 4 Holdings Inc shares in Q2 2023, an estimated $31.1K.
  • Raymond James Financial Services Advisors first reported a position in Alpine 4 Holdings Inc in Q4 2021 and held it in 6 quarters.
  • Raymond James Financial Services Advisors's Alpine 4 Holdings Inc position peaked at $127K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held Alpine 4 Holdings Inc as of Q2 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.