Surevest’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$1.48M Sell
15,420
-160
-1% -$17.7K 0.4% 78
2022
Q2
$1.7M Buy
15,580
+460
+3% +$54.2K 0.45% 79
2022
Q1
$2.1M Buy
15,120
+1,160
+8% +$158K 0.51% 73
2021
Q4
$2.02M Hold
13,960
0.48% 70
2021
Q3
$1.87M Buy
13,960
+160
+1% +$21.8K 0.47% 72
2021
Q2
$1.69M Buy
13,800
+120
+0.9% +$14K 0.44% 70
2021
Q1
$1.41M Sell
13,680
-1,040
-7% -$103K 0.43% 68
2020
Q4
$1.29M Hold
14,720
0.43% 65
2020
Q3
$1.08M Sell
14,720
-80
-0.5% -$6.09K 0.42% 64
2020
Q2
$1.05M Sell
14,800
-2,440
-14% -$165K 0.46% 63
2020
Q1
$1M Sell
17,240
-20,540
-54% -$1.39M 0.55% 66
2019
Q4
$2.53M Sell
37,780
-2,320
-6% -$150K 1.08% 21
2019
Q3
$2.45M Sell
40,100
-1,360
-3% -$80.5K 1.2% 19
2019
Q2
$2.25M Sell
41,460
-4,600
-10% -$266K 1.17% 21
2019
Q1
$2.71M Buy
46,060
+4,980
+12% +$281K 1.67% 16
2018
Q4
$2.15M Buy
+41,080
New +$2.22M 1.69% 19

Other funds holding GOOGL

Surevest's GOOGL Position: Q3 2022 in Review

Surevest reduced its Alphabet (Google) Class A (GOOGL) stake by 1% in Q3 2022, selling an estimated $17.7K and leaving 15,420 shares worth $1.48M. The position accounts for 0.4% of the portfolio, ranked #78.

Surevest first reported a position in GOOGL in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.71M in Q1 2019. 3,721 funds tracked by Wall St. Rank hold GOOGL as of Q3 2022.

  • Surevest held 15,420 shares of Alphabet (Google) Class A worth $1.48M as of Q3 2022.
  • Surevest sold 160 Alphabet (Google) Class A shares in Q3 2022, an estimated $17.7K.
  • Alphabet (Google) Class A made up 0.4% of Surevest's portfolio in Q3 2022, its #78 holding.
  • Surevest first reported a position in Alphabet (Google) Class A in Q4 2018 and has held it in 16 quarters since.
  • Surevest's Alphabet (Google) Class A position peaked at $2.71M in Q1 2019.
  • 3,721 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.