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Avior Wealth Management’s Alkami Technology ALKT Stock Holding History

Avior 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
2025
Q1 		– Sell
-119
Closed -$4.36K – 788
2024
Q4 		$4.36K Sell
119
-15
-11% -$560 ﹤0.01% 1908
2024
Q3 		$4.23K Buy
134
+81
+153% +$2.56K ﹤0.01% 1831
2024
Q2 		$1.51K Buy
53
+2
+4% +$52 ﹤0.01% 1982
2024
Q1 		$1.25K Buy
+51
New +$1.25K ﹤0.01% 2355

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Avior Wealth Management's ALKT Position: Q1 2025 in Review

Avior Wealth Management sold out of Alkami Technology (ALKT) in Q1 2025, closing a stake of 119 shares — an estimated $4.36K sold.

Avior Wealth Management first reported a position in ALKT in Q1 2024 and held it in 4 quarters. The position peaked at $4.36K in Q4 2024. 240 funds tracked by Wall St. Rank hold ALKT as of Q1 2025.

  • Avior Wealth Management reported no remaining Alkami Technology position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 119 Alkami Technology shares in Q1 2025, an estimated $4.36K.
  • Avior Wealth Management first reported a position in Alkami Technology in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Alkami Technology position peaked at $4.36K in Q4 2024.
  • 240 funds tracked by Wall St. Rank held Alkami Technology as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.