Values First Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

Values First 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 Q4	–	Sell	-2,000	Closed	-$262K	–	171
2023 Q3	$262K	Hold	2,000	–	–	0.17%	128
2023 Q2	$239K	Buy	+2,000	New	+$230K	0.14%	141

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Values First Advisors's GOOGL Position: Q4 2023 in Review

Values First Advisors sold out of Alphabet (Google) Class A (GOOGL) in Q4 2023, closing a stake of 2,000 shares — an estimated $262K sold.

Values First Advisors first reported a position in GOOGL in Q2 2023 and held it in 2 quarters. The position peaked at $262K in Q3 2023. 4,366 funds tracked by Wall St. Rank hold GOOGL as of Q4 2023.

Values First Advisors reported no remaining Alphabet (Google) Class A position as of Q4 2023 after selling out during the quarter.
Values First Advisors sold 2,000 Alphabet (Google) Class A shares in Q4 2023, an estimated $262K.
Values First Advisors first reported a position in Alphabet (Google) Class A in Q2 2023 and held it in 2 quarters.
Values First Advisors's Alphabet (Google) Class A position peaked at $262K in Q3 2023.
4,366 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q4 2023.

Based on Values First Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.