Wealth Alliance’s Albany International AIN Stock Holding History

Wealth Alliance’s Portfolio AIN Stock Details AIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,172	Closed	-$203K	–	490
2023 Q2	$203K	Buy	+2,172	New	+$195K	0.03%	478
2023 Q1	–	Sell	-2,974	Closed	-$293K	–	503
2022 Q4	$293K	Sell	2,974 -184	-6%	-$17.6K	0.05%	356
2022 Q3	$249K	Buy	3,158 +6	+0.2%	+$516	0.05%	372
2022 Q2	$248K	Buy	3,152 +65	+2%	+$5.29K	0.05%	378
2022 Q1	$260K	Sell	3,087 -352	-10%	-$30.3K	0.05%	357
2021 Q4	$304K	Sell	3,439 -78	-2%	-$6.57K	0.06%	327
2021 Q3	$270K	Buy	3,517 +53	+2%	+$4.26K	0.06%	337
2021 Q2	$309K	Sell	3,464 -120	-3%	-$10.5K	0.07%	314
2021 Q1	$299K	Sell	3,584 -271	-7%	-$21.5K	0.08%	289
2020 Q4	$283K	Buy	+3,855	New	+$243K	0.08%	295
2020 Q3	–	Sell	-3,432	Closed	-$201K	–	314
2020 Q2	$201K	Buy	+3,432	New	+$186K	0.08%	290

Other funds holding AIN

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Wealth Alliance's AIN Position: Q3 2023 in Review

Wealth Alliance sold out of Albany International (AIN) in Q3 2023, closing a stake of 2,172 shares — an estimated $203K sold.

Wealth Alliance first reported a position in AIN in Q2 2020 and held it in 11 quarters. The position peaked at $309K in Q2 2021. 250 funds tracked by Wall St. Rank hold AIN as of Q3 2023.

Wealth Alliance reported no remaining Albany International position as of Q3 2023 after selling out during the quarter.
Wealth Alliance sold 2,172 Albany International shares in Q3 2023, an estimated $203K.
Wealth Alliance first reported a position in Albany International in Q2 2020 and held it in 11 quarters.
Wealth Alliance's Albany International position peaked at $309K in Q2 2021.
250 funds tracked by Wall St. Rank held Albany International as of Q3 2023.

Based on Wealth Alliance's 13F filing for Q3 2023, filed 9 Nov 2023.