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Wealthspire Advisors (Maryland)’s Alico ALCO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-6
Closed – – 506
2019
Q1 		$0 Hold
6
– – ﹤0.01% 2466
2018
Q4 		$0 Hold
6
– – ﹤0.01% 2419
2018
Q3 		$0 Hold
6
– – ﹤0.01% 2374
2018
Q2 		$0 Hold
6
– – ﹤0.01% 2417
2018
Q1 		$0 Buy
+6
New +$163 ﹤0.01% 2483

Other funds holding ALCO

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
BRCA
Birch Run Capital Advisors Dallas, Texas $86.9M AUM 87.25% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ALCO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Alico (ALCO) in Q2 2019, closing a stake of 6 shares.

Wealthspire Advisors (Maryland) first reported a position in ALCO in Q1 2018 and held it in 5 quarters. The position peaked at $0 in Q1 2019. 51 funds tracked by Wall St. Rank hold ALCO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Alico position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6 Alico shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Alico in Q1 2018 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Alico position peaked at $0 in Q1 2019.
  • 51 funds tracked by Wall St. Rank held Alico as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.