Triad Financial Advisors’s Alphabet (Google) Class C GOOG Stock Holding History

Triad Financial Advisors’s Portfolio GOOG Stock Details GOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$361K	Buy	2,737 +285	+12%	+$37.1K	0.13%	62
2023 Q2	$297K	Buy	2,452 +25	+1%	+$2.89K	0.12%	74
2023 Q1	$252K	Buy	2,427 +42	+2%	+$4.05K	0.11%	85
2022 Q4	$212K	Sell	2,385 -3	-0.1%	-$286	0.09%	106
2022 Q3	$230K	Buy	2,388 +48	+2%	+$5.36K	0.13%	88
2022 Q2	$256K	Sell	2,340 -360	-13%	-$42.5K	0.14%	87
2022 Q1	$377K	Buy	2,700 +140	+5%	+$19K	0.2%	66
2021 Q4	$370K	Buy	+2,560	New	+$370K	0.22%	68

Other funds holding GOOG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Triad Financial Advisors's GOOG Position: Q3 2023 in Review

Triad Financial Advisors increased its Alphabet (Google) Class C (GOOG) stake by 12% in Q3 2023, buying an estimated $37.1K and bringing the position to 2,737 shares worth $361K. The position accounts for 0.13% of the portfolio, ranked #62.

Triad Financial Advisors first reported a position in GOOG in Q4 2021 and has held it in 8 quarters since. The position peaked at $377K in Q1 2022. 3,646 funds tracked by Wall St. Rank hold GOOG as of Q3 2023.

Triad Financial Advisors held 2,737 shares of Alphabet (Google) Class C worth $361K as of Q3 2023.
Triad Financial Advisors bought 285 Alphabet (Google) Class C shares in Q3 2023, an estimated $37.1K.
Alphabet (Google) Class C made up 0.13% of Triad Financial Advisors's portfolio in Q3 2023, its #62 holding.
Triad Financial Advisors first reported a position in Alphabet (Google) Class C in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Alphabet (Google) Class C position peaked at $377K in Q1 2022.
3,646 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.