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YorkBridge Wealth Partners’s Alphabet (Google) Class A GOOGL Stock Holding History

YorkBridge Wealth Partners’s Portfolio GOOGL Stock Details GOOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$1.54M Hold
17,480
– – 0.39% 63
2022
Q3 		$1.67M Buy
17,480
+760
+5% +$84.3K 0.43% 57
2022
Q2 		$1.82M Sell
16,720
-300
-2% -$35.3K 0.48% 54
2022
Q1 		$2.37M Sell
17,020
-23,740
-58% -$3.22M 0.52% 49
2021
Q4 		$5.9M Buy
40,760
+940
+2% +$135K 1.32% 17
2021
Q3 		$5.32M Buy
39,820
+1,200
+3% +$163K 1.34% 17
2021
Q2 		$4.71M Buy
38,620
+40
+0.1% +$4.67K 1.23% 20
2021
Q1 		$3.98M Buy
38,580
+6,340
+20% +$626K 1.18% 20
2020
Q4 		$2.83M Buy
32,240
+1,440
+5% +$121K 0.95% 32
2020
Q3 		$2.26M Sell
30,800
-10,940
-26% -$834K 0.95% 31
2020
Q2 		$2.96M Buy
41,740
+13,980
+50% +$943K 1.35% 17
2020
Q1 		$1.61M Sell
27,760
-15,340
-36% -$1.04M 0.99% 30
2019
Q4 		$2.89M Buy
43,100
+40
+0.1% +$2.58K 1.32% 18
2019
Q3 		$2.63M Buy
43,060
+780
+2% +$46.2K 1.32% 19
2019
Q2 		$2.29M Hold
42,280
– – 1.02% 21
2019
Q1 		$2.49M Buy
42,280
+740
+2% +$41.8K 1.15% 19
2018
Q4 		$2.17M Buy
41,540
+80
+0.2% +$4.32K 1.15% 15
2018
Q3 		$2.5M Sell
41,460
-23,000
-36% -$1.39M 1.15% 16
2018
Q2 		$3.64M Buy
64,460
+1,480
+2% +$80.5K 1.6% 13
2018
Q1 		$3.27M Buy
62,980
+700
+1% +$38.8K 1.5% 12
2017
Q4 		$3.31M Sell
62,280
-360
-0.6% -$18.6K 1.6% 9
2017
Q3 		$3.05M Sell
62,640
-4,320
-6% -$205K 1.58% 10
2017
Q2 		$3.08M Sell
66,960
-2,300
-3% -$108K 1.63% 8
2017
Q1 		$3.25M Sell
69,260
-1,700
-2% -$71.5K 1.7% 8
2016
Q4 		$2.77M Buy
+70,960
New +$2.84M 1.63% 9

Other funds holding GOOGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

YorkBridge Wealth Partners's GOOGL Position: Q4 2022 in Review

YorkBridge Wealth Partners held its Alphabet (Google) Class A (GOOGL) position steady in Q4 2022 at 17,480 shares worth $1.54M. The position accounts for 0.39% of the portfolio, ranked #63.

YorkBridge Wealth Partners first reported a position in GOOGL in Q4 2016 and has held it in 25 quarters since. The position peaked at $5.9M in Q4 2021. 3,857 funds tracked by Wall St. Rank hold GOOGL as of Q4 2022.

  • YorkBridge Wealth Partners held 17,480 shares of Alphabet (Google) Class A worth $1.54M as of Q4 2022.
  • YorkBridge Wealth Partners left its Alphabet (Google) Class A share count unchanged in Q4 2022.
  • Alphabet (Google) Class A made up 0.39% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #63 holding.
  • YorkBridge Wealth Partners first reported a position in Alphabet (Google) Class A in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Alphabet (Google) Class A position peaked at $5.9M in Q4 2021.
  • 3,857 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.