Bank of New York Mellon’s AlTi Global ALTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
90,795
+11,490
| +14% | +$47.7K | ﹤0.01% | 3649 |
|
|
2025
Q1 | $241K | Sell |
79,305
-2,660
| -3% | -$8.09K | ﹤0.01% | 3778 |
|
|
2024
Q4 | $361K | Buy |
81,965
+4,411
| +6% | +$19.5K | ﹤0.01% | 3665 |
|
|
2024
Q3 | $290K | Sell |
77,554
-28,886
| -27% | -$108K | ﹤0.01% | 3772 |
|
|
2024
Q2 | $555K | Buy |
106,440
+50,379
| +90% | +$262K | ﹤0.01% | 3520 |
|
|
2024
Q1 | $317K | Sell |
56,061
-9,209
| -14% | -$52.1K | ﹤0.01% | 3745 |
|
|
2023
Q4 | $572K | Buy |
65,270
+9,197
| +16% | +$80.6K | ﹤0.01% | 3474 |
|
|
2023
Q3 | $390K | Hold |
56,073
| – | – | ﹤0.01% | 3675 |
|
|
2023
Q2 | $430K | Buy |
+56,073
| New | +$430K | ﹤0.01% | 3675 |
|