Wealthspire Advisors (Maryland)’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$7.11M Sell
97,000
-860
-0.9% -$65.5K 0.25% 53
2020
Q2
$6.94M Sell
97,860
-400
-0.4% -$27K 0.5% 31
2020
Q1
$5.71M Buy
98,260
+1,060
+1% +$71.8K 0.5% 35
2019
Q4
$6.51M Buy
97,200
+1,060
+1% +$68.4K 0.44% 38
2019
Q3
$5.87M Buy
96,140
+280
+0.3% +$16.6K 0.43% 40
2019
Q2
$5.19M Buy
95,860
+5,060
+6% +$293K 0.39% 46
2019
Q1
$5.34M Sell
90,800
-1,420
-2% -$80.2K 0.4% 42
2018
Q4
$4.82M Buy
92,220
+2,160
+2% +$117K 0.43% 42
2018
Q3
$5.43M Sell
90,060
-1,060
-1% -$64.2K 0.45% 39
2018
Q2
$5.14M Sell
91,120
-1,220
-1% -$66.4K 0.47% 36
2018
Q1
$4.79M Buy
92,340
+1,100
+1% +$61K 0.45% 42
2017
Q4
$4.8M Buy
91,240
+13,700
+18% +$707K 0.47% 37
2017
Q3
$3.77M Sell
77,540
-1,440
-2% -$68.3K 0.41% 39
2017
Q2
$3.67M Buy
78,980
+5,580
+8% +$261K 0.43% 37
2017
Q1
$3.11M Buy
73,400
+17,540
+31% +$738K 0.44% 34
2016
Q4
$2.21M Sell
55,860
-9,400
-14% -$376K 0.33% 47
2016
Q3
$2.62M Buy
65,260
+16,180
+33% +$633K 0.41% 40
2016
Q2
$1.73M Sell
49,080
-1,360
-3% -$49.9K 0.29% 58
2016
Q1
$1.92M Buy
50,440
+1,220
+2% +$44.9K 0.34% 52
2015
Q4
$1.91M Buy
+49,220
New +$1.82M 0.36% 48

Other funds holding GOOGL

Wealthspire Advisors (Maryland)'s GOOGL Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Alphabet (Google) Class A (GOOGL) stake by 0.88% in Q3 2020, selling an estimated $65.5K and leaving 97,000 shares worth $7.11M. The position accounts for 0.25% of the portfolio, ranked #53.

Wealthspire Advisors (Maryland) first reported a position in GOOGL in Q4 2015 and has held it in 20 quarters since. 2,885 funds tracked by Wall St. Rank hold GOOGL as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 97,000 shares of Alphabet (Google) Class A worth $7.11M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 860 Alphabet (Google) Class A shares in Q3 2020, an estimated $65.5K.
  • Alphabet (Google) Class A made up 0.25% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #53 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Alphabet (Google) Class A in Q4 2015 and has held it in 20 quarters since.
  • 2,885 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.