Triad Financial Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

Triad Financial Advisors’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
2023 Q3	$464K	Buy	3,549 +336	+10%	+$43.5K	0.16%	53
2023 Q2	$385K	Buy	3,213 +27	+0.8%	+$3.11K	0.16%	55
2023 Q1	$330K	Buy	3,186 +71	+2%	+$6.81K	0.14%	65
2022 Q4	$275K	Buy	3,115 +4	+0.1%	+$380	0.12%	90
2022 Q3	$298K	Buy	3,111 +31	+1%	+$3.44K	0.16%	75
2022 Q2	$336K	Sell	3,080 -260	-8%	-$30.6K	0.19%	68
2022 Q1	$464K	Sell	3,340 -1,880	-36%	-$255K	0.25%	54
2021 Q4	$756K	Buy	+5,220	New	+$752K	0.45%	34

Other funds holding GOOGL

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Triad Financial Advisors increased its Alphabet (Google) Class A (GOOGL) stake by 10% in Q3 2023, buying an estimated $43.5K and bringing the position to 3,549 shares worth $464K. The position accounts for 0.16% of the portfolio, ranked #53.

Triad Financial Advisors first reported a position in GOOGL in Q4 2021 and has held it in 8 quarters since. The position peaked at $756K in Q4 2021. 4,061 funds tracked by Wall St. Rank hold GOOGL as of Q3 2023.

Triad Financial Advisors held 3,549 shares of Alphabet (Google) Class A worth $464K as of Q3 2023.
Triad Financial Advisors bought 336 Alphabet (Google) Class A shares in Q3 2023, an estimated $43.5K.
Alphabet (Google) Class A made up 0.16% of Triad Financial Advisors's portfolio in Q3 2023, its #53 holding.
Triad Financial Advisors first reported a position in Alphabet (Google) Class A in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Alphabet (Google) Class A position peaked at $756K in Q4 2021.
4,061 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2023.

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