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WIA
Wealthstreet Investment Advisors’s
Alphabet (Google) Class C
GOOG
Stock Holding History
Wealthstreet Investment Advisors’s Portfolio
GOOG Stock Details
GOOG Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-760
Closed
-$95K
–
79
2021
Q2
$95K
Sell
760
-46,320
-98%
-$5.52M
0.49%
47
2021
Q1
$4.87M
Hold
47,080
–
–
0.48%
52
2020
Q4
$4.12M
Hold
47,080
–
–
0.42%
58
2020
Q3
$3.46M
Buy
47,080
+80
+0.2%
+$6.1K
0.39%
58
2020
Q2
$3.32M
Buy
47,000
+2,960
+7%
+$200K
0.41%
60
2020
Q1
$2.56M
Buy
44,040
+1,780
+4%
+$121K
0.38%
63
2019
Q4
$2.83M
Buy
42,260
+80
+0.2%
+$5.16K
0.33%
71
2019
Q3
$2.66M
Buy
42,180
+20
+0%
+$1.18K
0.34%
69
2019
Q2
$2.28M
Buy
42,160
+1,500
+4%
+$86.5K
0.29%
81
2019
Q1
$2.38M
Sell
40,660
-100
-0.2%
-$5.61K
0.31%
79
2018
Q4
$2.18M
Sell
40,760
-700
-2%
-$37.5K
0.31%
81
2018
Q3
$2.47M
Sell
41,460
-800
-2%
-$47.9K
0.31%
77
2018
Q2
$2.36M
Buy
42,260
+4,400
+12%
+$238K
0.31%
81
2018
Q1
$1.95M
Buy
37,860
+4,120
+12%
+$227K
0.25%
99
2017
Q4
$1.76M
Buy
+33,740
New
+$1.72M
0.21%
110
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Capital International Investors
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$427B AUM
29.17%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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