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Source Financial Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

Source Financial Advisors’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 		$1.03M Buy
6,227
+118
+2% +$19.8K 0.31% 41
2024
Q2 		$1.11M Sell
6,109
-45
-0.7% -$7.59K 0.34% 39
2024
Q1 		$929K Sell
6,154
-66
-1% -$9.44K 0.28% 48
2023
Q4 		$869K Sell
6,220
-249
-4% -$33.5K 0.27% 55
2023
Q3 		$847K Buy
6,469
+24
+0.4% +$3.1K 0.29% 56
2023
Q2 		$771K Buy
6,445
+1,009
+19% +$116K 0.25% 56
2023
Q1 		$564K Buy
5,436
+658
+14% +$63.1K 0.19% 71
2022
Q4 		$422K Sell
4,778
-186
-4% -$17.7K 0.16% 80
2022
Q3 		$474K Buy
4,964
+4
+0.1% +$444 0.19% 76
2022
Q2 		$540K Buy
4,960
+440
+10% +$51.8K 0.21% 71
2022
Q1 		$629K Buy
4,520
+60
+1% +$8.15K 0.19% 70
2021
Q4 		$646K Sell
4,460
-540
-11% -$77.8K 0.17% 68
2021
Q3 		$669K Sell
5,000
-60
-1% -$8.16K 0.17% 62
2021
Q2 		$618K Sell
5,060
-460
-8% -$53.7K 0.16% 65
2021
Q1 		$569K Buy
5,520
+1,480
+37% +$146K 0.15% 68
2020
Q4 		$354K Buy
+4,040
New +$340K 0.1% 83

Other funds holding GOOGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Source Financial Advisors's GOOGL Position: Q3 2024 in Review

Source Financial Advisors increased its Alphabet (Google) Class A (GOOGL) stake by 1.9% in Q3 2024, buying an estimated $19.8K and bringing the position to 6,227 shares worth $1.03M. The position accounts for 0.31% of the portfolio, ranked #41.

Source Financial Advisors first reported a position in GOOGL in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.11M in Q2 2024. 4,505 funds tracked by Wall St. Rank hold GOOGL as of Q3 2024.

  • Source Financial Advisors held 6,227 shares of Alphabet (Google) Class A worth $1.03M as of Q3 2024.
  • Source Financial Advisors bought 118 Alphabet (Google) Class A shares in Q3 2024, an estimated $19.8K.
  • Alphabet (Google) Class A made up 0.31% of Source Financial Advisors's portfolio in Q3 2024, its #41 holding.
  • Source Financial Advisors first reported a position in Alphabet (Google) Class A in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's Alphabet (Google) Class A position peaked at $1.11M in Q2 2024.
  • 4,505 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.