WC
ALPP

Whitney & Co’s Alpine 4 Holdings Inc ALPP Stock Holding History

Whitney & Co’s Portfolio ALPP Stock Details ALPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,041
Closed -$16.5K – 127
2023
Q1 		$16.5K Buy
4,041
+175
+5% +$804 ﹤0.01% 121
2022
Q4 		$16.3K Sell
3,866
-131
-3% -$645 ﹤0.01% 122
2022
Q3 		$18K Sell
3,997
-1,353
-25% -$7.89K ﹤0.01% 124
2022
Q2 		$30K Sell
5,350
-1,950
-27% -$12.5K 0.01% 121
2022
Q1 		$61K Buy
7,300
+1,096
+18% +$13.4K 0.01% 130
2021
Q4 		$95K Buy
+6,204
New +$138K 0.01% 131

Other funds holding ALPP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

Whitney & Co's ALPP Position: Q2 2023 in Review

Whitney & Co sold out of Alpine 4 Holdings Inc (ALPP) in Q2 2023, closing a stake of 4,041 shares — an estimated $16.5K sold.

Whitney & Co first reported a position in ALPP in Q4 2021 and held it in 6 quarters. The position peaked at $95K in Q4 2021. 29 funds tracked by Wall St. Rank hold ALPP as of Q2 2023.

  • Whitney & Co reported no remaining Alpine 4 Holdings Inc position as of Q2 2023 after selling out during the quarter.
  • Whitney & Co sold 4,041 Alpine 4 Holdings Inc shares in Q2 2023, an estimated $16.5K.
  • Whitney & Co first reported a position in Alpine 4 Holdings Inc in Q4 2021 and held it in 6 quarters.
  • Whitney & Co's Alpine 4 Holdings Inc position peaked at $95K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held Alpine 4 Holdings Inc as of Q2 2023.

Based on Whitney & Co's 13F filing for Q2 2023, filed 14 Aug 2023.