Sweet Financial Partners’s Alphabet (Google) Class A GOOGL Stock Holding History

Sweet Financial Partners’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	$291K	Hold	1,757	–	–	0.06%	167
2024 Q2	$320K	Sell	1,757 -47	-3%	-$7.92K	0.07%	154
2024 Q1	$272K	Sell	1,804 -121	-6%	-$17.3K	0.06%	173
2023 Q4	$269K	Sell	1,925 -25	-1%	-$3.36K	0.06%	164
2023 Q3	$255K	Sell	1,950 -27	-1%	-$3.49K	0.07%	152
2023 Q2	$237K	Buy	+1,977	New	+$228K	0.06%	159
2022 Q3	–	Sell	-2,340	Closed	-$255K	–	171
2022 Q2	$255K	Buy	2,340 +100	+4%	+$11.8K	0.08%	142
2022 Q1	$312K	Sell	2,240 -540	-19%	-$73.3K	0.08%	131
2021 Q4	$403K	Buy	+2,780	New	+$400K	0.17%	88

Other funds holding GOOGL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sweet Financial Partners's GOOGL Position: Q3 2024 in Review

Sweet Financial Partners held its Alphabet (Google) Class A (GOOGL) position steady in Q3 2024 at 1,757 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #167.

Sweet Financial Partners first reported a position in GOOGL in Q4 2021 and has held it in 9 quarters since. The position peaked at $403K in Q4 2021. 4,515 funds tracked by Wall St. Rank hold GOOGL as of Q3 2024.

Sweet Financial Partners held 1,757 shares of Alphabet (Google) Class A worth $291K as of Q3 2024.
Sweet Financial Partners left its Alphabet (Google) Class A share count unchanged in Q3 2024.
Alphabet (Google) Class A made up 0.06% of Sweet Financial Partners's portfolio in Q3 2024, its #167 holding.
Sweet Financial Partners first reported a position in Alphabet (Google) Class A in Q4 2021 and has held it in 9 quarters since.
Sweet Financial Partners's Alphabet (Google) Class A position peaked at $403K in Q4 2021.
4,515 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.