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Accel Wealth Management’s Alkami Technology ALKT Stock Holding History

Accel Wealth Management’s Portfolio ALKT Stock Details ALKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,000
Closed -$12.7K – 197
2023
Q1 		$12.7K Hold
1,000
– – 0.01% 829
2022
Q4 		$14.6K Hold
1,000
– – 0.01% 621
2022
Q3 		$17K Hold
1,000
– – 0.01% 600
2022
Q2 		$13K Hold
1,000
– – 0.01% 637
2022
Q1 		$15K Buy
+1,000
New +$15.3K 0.01% 615

Other funds holding ALKT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Accel Wealth Management's ALKT Position: Q2 2023 in Review

Accel Wealth Management sold out of Alkami Technology (ALKT) in Q2 2023, closing a stake of 1,000 shares — an estimated $12.7K sold.

Accel Wealth Management first reported a position in ALKT in Q1 2022 and held it in 5 quarters. The position peaked at $17K in Q3 2022. 99 funds tracked by Wall St. Rank hold ALKT as of Q2 2023.

  • Accel Wealth Management reported no remaining Alkami Technology position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,000 Alkami Technology shares in Q2 2023, an estimated $12.7K.
  • Accel Wealth Management first reported a position in Alkami Technology in Q1 2022 and held it in 5 quarters.
  • Accel Wealth Management's Alkami Technology position peaked at $17K in Q3 2022.
  • 99 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.