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Ancora Advisors’s AlTi Global ALTI Stock Holding History

Ancora Advisors’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-21,583
Closed -$236K – 1956
2022
Q4 		$236K Hold
21,583
– – 0.01% 641
2022
Q3 		$214K Hold
21,583
– – 0.01% 709
2022
Q2 		$212K Hold
21,583
– – 0.01% 744
2022
Q1 		$213K Buy
21,583
+2,000
+10% +$19.8K 0.01% 778
2021
Q4 		$193K Hold
19,583
– – ﹤0.01% 821
2021
Q3 		$193K Buy
19,583
+1,500
+8% +$14.6K 0.01% 793
2021
Q2 		$175K Buy
+18,083
New +$176K ﹤0.01% 773

Other funds holding ALTI

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Ancora Advisors's ALTI Position: Q1 2023 in Review

Ancora Advisors sold out of AlTi Global (ALTI) in Q1 2023, closing a stake of 21,583 shares — an estimated $236K sold.

Ancora Advisors first reported a position in ALTI in Q2 2021 and held it in 7 quarters. The position peaked at $236K in Q4 2022. 23 funds tracked by Wall St. Rank hold ALTI as of Q1 2023.

  • Ancora Advisors reported no remaining AlTi Global position as of Q1 2023 after selling out during the quarter.
  • Ancora Advisors sold 21,583 AlTi Global shares in Q1 2023, an estimated $236K.
  • Ancora Advisors first reported a position in AlTi Global in Q2 2021 and held it in 7 quarters.
  • Ancora Advisors's AlTi Global position peaked at $236K in Q4 2022.
  • 23 funds tracked by Wall St. Rank held AlTi Global as of Q1 2023.

Based on Ancora Advisors's 13F filing for Q1 2023, filed 16 May 2023.