Ownership history in Core Wealth Partners LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Core Wealth Partners LLC reported a position in ALPHABET INC (GOOGL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Core Wealth Partners LLC outperformed the S&P 500 by +25.9% annually on this GOOGL position. Timing score: 73% (8/11 decisions correct). Average cost basis: $171.79. Maximum drawdown during holding period: β18.2%.
π₯ Exceptional β beat the S&P 500 by 25.9% per year on this position.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 11 add/trim decisions correct
Best entry: $102.88 (2023 Q1) Β· Worst: $242.77 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 2 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Core Wealth Partners LLC has been actively increasing its GOOGL allocation β a bullish signal from insiders.
Currently 2.56% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size