WAM
ALG icon

Wealthspire Advisors (Maryland)’s Alamo Group ALG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-13
Closed -$1K – 509
2019
Q1 		$1K Hold
13
– – ﹤0.01% 2284
2018
Q4 		$1K Sell
13
-19
-59% -$1.58K ﹤0.01% 2213
2018
Q3 		$3K Buy
32
+11
+52% +$1.03K ﹤0.01% 1992
2018
Q2 		$2K Buy
21
+13
+163% +$1.32K ﹤0.01% 2113
2018
Q1 		$1K Hold
8
– – ﹤0.01% 2288
2017
Q4 		$1K Buy
8
+7
+700% +$782 ﹤0.01% 2236
2017
Q3 		$0 Buy
+1
New +$94 ﹤0.01% 2238

Other funds holding ALG

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Alamo Group (ALG) in Q2 2019, closing a stake of 13 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in ALG in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q3 2018. 149 funds tracked by Wall St. Rank hold ALG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Alamo Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 13 Alamo Group shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Alamo Group in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Alamo Group position peaked at $3K in Q3 2018.
  • 149 funds tracked by Wall St. Rank held Alamo Group as of Q2 2019.

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