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Spire Wealth Management’s Alamo Group ALG Stock Holding History

Spire Wealth Management’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6
Closed -$1.23K – 2303
2023
Q4 		$1.23K Hold
6
– – ﹤0.01% 2230
2023
Q3 		$1.04K Buy
+6
New +$1.07K ﹤0.01% 2244

Other funds holding ALG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Spire Wealth Management's ALG Position: Q1 2024 in Review

Spire Wealth Management sold out of Alamo Group (ALG) in Q1 2024, closing a stake of 6 shares — an estimated $1.23K sold.

Spire Wealth Management first reported a position in ALG in Q3 2023 and held it in 2 quarters. The position peaked at $1.23K in Q4 2023. 235 funds tracked by Wall St. Rank hold ALG as of Q1 2024.

  • Spire Wealth Management reported no remaining Alamo Group position as of Q1 2024 after selling out during the quarter.
  • Spire Wealth Management sold 6 Alamo Group shares in Q1 2024, an estimated $1.23K.
  • Spire Wealth Management first reported a position in Alamo Group in Q3 2023 and held it in 2 quarters.
  • Spire Wealth Management's Alamo Group position peaked at $1.23K in Q4 2023.
  • 235 funds tracked by Wall St. Rank held Alamo Group as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.