UBP Investment Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

UBP Investment 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
2022 Q3	–	Sell	-8,500	Closed	-$930K	–	88
2022 Q2	$930K	Hold	8,500	–	–	0.37%	38
2022 Q1	$1.18M	Buy	8,500 +600	+8%	+$81.5K	0.44%	46
2021 Q4	$1.14M	Buy	7,900 +900	+13%	+$130K	0.42%	48
2021 Q3	$940K	Sell	7,000 -8,980	-56%	-$1.22M	0.36%	54
2021 Q2	$1.95M	Buy	15,980 +2,180	+16%	+$255K	0.72%	29
2021 Q1	$1.42M	Hold	13,800	–	–	0.58%	32
2020 Q4	$1.21M	Buy	+13,800	New	+$1.16M	0.62%	35

Other funds holding GOOGL

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBP Investment Advisors's GOOGL Position: Q3 2022 in Review

UBP Investment Advisors sold out of Alphabet (Google) Class A (GOOGL) in Q3 2022, closing a stake of 8,500 shares — an estimated $930K sold.

UBP Investment Advisors first reported a position in GOOGL in Q4 2020 and held it in 7 quarters. The position peaked at $1.95M in Q2 2021. 3,721 funds tracked by Wall St. Rank hold GOOGL as of Q3 2022.

UBP Investment Advisors reported no remaining Alphabet (Google) Class A position as of Q3 2022 after selling out during the quarter.
UBP Investment Advisors sold 8,500 Alphabet (Google) Class A shares in Q3 2022, an estimated $930K.
UBP Investment Advisors first reported a position in Alphabet (Google) Class A in Q4 2020 and held it in 7 quarters.
UBP Investment Advisors's Alphabet (Google) Class A position peaked at $1.95M in Q2 2021.
3,721 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.