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Sutton Wealth Advisors’s Alamo Group ALG Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-156
Closed -$22.1K – 831
2022
Q4 		$22.1K Hold
156
– – 0.01% 657
2022
Q3 		$19.1K Buy
156
+2
+1% +$254 0.01% 678
2022
Q2 		$17.9K Buy
154
+81
+111% +$9.93K 0.01% 715
2022
Q1 		$10.5K Buy
73
+4
+6% +$579 ﹤0.01% 920
2021
Q4 		$10.2K Buy
69
+2
+3% +$296 ﹤0.01% 929
2021
Q3 		$9.35K Hold
67
– – ﹤0.01% 935
2021
Q2 		$10.2K Hold
67
– – ﹤0.01% 910
2021
Q1 		$10.5K Hold
67
– – ﹤0.01% 869
2020
Q4 		$9.24K Hold
67
– – ﹤0.01% 834
2020
Q3 		$7.24K Hold
67
– – ﹤0.01% 819
2020
Q2 		$6.88K Hold
67
– – ﹤0.01% 798
2020
Q1 		$5.95K Sell
67
-26
-28% -$2.99K ﹤0.01% 780
2019
Q4 		$11.7K Buy
93
+26
+39% +$3.04K 0.01% 772
2019
Q3 		$7.89K Hold
67
– – ﹤0.01% 857
2019
Q2 		$6.7K Hold
67
– – ﹤0.01% 863
2019
Q1 		$6.7K Sell
67
-44
-40% -$3.97K ﹤0.01% 877
2018
Q4 		$8.58K Buy
+111
New +$9.25K 0.01% 780

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's ALG Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Alamo Group (ALG) in Q1 2023, closing a stake of 156 shares — an estimated $22.1K sold.

Sutton Wealth Advisors first reported a position in ALG in Q4 2018 and held it in 17 quarters. The position peaked at $22.1K in Q4 2022. 207 funds tracked by Wall St. Rank hold ALG as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Alamo Group position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 156 Alamo Group shares in Q1 2023, an estimated $22.1K.
  • Sutton Wealth Advisors first reported a position in Alamo Group in Q4 2018 and held it in 17 quarters.
  • Sutton Wealth Advisors's Alamo Group position peaked at $22.1K in Q4 2022.
  • 207 funds tracked by Wall St. Rank held Alamo Group as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.