SWM
ALX

Spire Wealth Management’s Alexander's ALX Stock Holding History

Spire Wealth Management’s Portfolio ALX Stock Details ALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-50
Closed -$10K – 2467
2024
Q4 		$10K Hold
50
– – ﹤0.01% 1829
2024
Q3 		$12.1K Hold
50
– – ﹤0.01% 1588
2024
Q2 		$11.2K Hold
50
– – ﹤0.01% 1606
2024
Q1 		$10.9K Buy
+50
New +$10.9K ﹤0.01% 1687

Other funds holding ALX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spire Wealth Management's ALX Position: Q1 2025 in Review

Spire Wealth Management sold out of Alexander's (ALX) in Q1 2025, closing a stake of 50 shares — an estimated $10K sold.

Spire Wealth Management first reported a position in ALX in Q1 2024 and held it in 4 quarters. The position peaked at $12.1K in Q3 2024. 132 funds tracked by Wall St. Rank hold ALX as of Q1 2025.

  • Spire Wealth Management reported no remaining Alexander's position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 50 Alexander's shares in Q1 2025, an estimated $10K.
  • Spire Wealth Management first reported a position in Alexander's in Q1 2024 and held it in 4 quarters.
  • Spire Wealth Management's Alexander's position peaked at $12.1K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held Alexander's as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.