WTG
ALEX

West Tower Group’s Alexander & Baldwin ALEX Stock Holding History

West Tower Group’s Portfolio ALEX Stock Details ALEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-501
Closed -$8.38K – 504
2023
Q3 		$8.38K Buy
501
+302
+152% +$5.47K ﹤0.01% 420
2023
Q2 		$3.7K Buy
+199
New +$3.73K ﹤0.01% 539

Other funds holding ALEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

West Tower Group's ALEX Position: Q4 2023 in Review

West Tower Group sold out of Alexander & Baldwin (ALEX) in Q4 2023, closing a stake of 501 shares — an estimated $8.38K sold.

West Tower Group first reported a position in ALEX in Q2 2023 and held it in 2 quarters. The position peaked at $8.38K in Q3 2023. 217 funds tracked by Wall St. Rank hold ALEX as of Q4 2023.

  • West Tower Group reported no remaining Alexander & Baldwin position as of Q4 2023 after selling out during the quarter.
  • West Tower Group sold 501 Alexander & Baldwin shares in Q4 2023, an estimated $8.38K.
  • West Tower Group first reported a position in Alexander & Baldwin in Q2 2023 and held it in 2 quarters.
  • West Tower Group's Alexander & Baldwin position peaked at $8.38K in Q3 2023.
  • 217 funds tracked by Wall St. Rank held Alexander & Baldwin as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.