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Toth Financial Advisory’s Alamo Group ALG Stock Holding History

Toth Financial Advisory’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
Q2 		– Sell
-3,788
Closed -$865K – 743
2024
Q1 		$865K Hold
3,788
– – 0.11% 132
2023
Q4 		$796K Buy
+3,788
New +$693K 0.11% 132
2020
Q2 		– Sell
-260
Closed -$23K – 546
2020
Q1 		$23K Sell
260
-70
-21% -$8.06K 0.01% 222
2019
Q4 		$41K Sell
330
-2,525
-88% -$295K 0.01% 222
2019
Q3 		$336K Buy
+2,855
New +$309K 0.07% 131

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Toth Financial Advisory's ALG Position: Q2 2024 in Review

Toth Financial Advisory sold out of Alamo Group (ALG) in Q2 2024, closing a stake of 3,788 shares — an estimated $865K sold.

Toth Financial Advisory first reported a position in ALG in Q3 2019 and held it in 5 quarters. The position peaked at $865K in Q1 2024. 254 funds tracked by Wall St. Rank hold ALG as of Q2 2024.

  • Toth Financial Advisory reported no remaining Alamo Group position as of Q2 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 3,788 Alamo Group shares in Q2 2024, an estimated $865K.
  • Toth Financial Advisory first reported a position in Alamo Group in Q3 2019 and held it in 5 quarters.
  • Toth Financial Advisory's Alamo Group position peaked at $865K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held Alamo Group as of Q2 2024.

Based on Toth Financial Advisory's 13F filing for Q2 2024, filed 16 Jul 2024.