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Beaird Harris Wealth Management’s Alkami Technology ALKT Stock Holding History

Beaird Harris 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
2024
Q3 		– Sell
-160
Closed -$4.56K – 520
2024
Q2 		$4.56K Sell
160
-590
-79% -$15.2K ﹤0.01% 457
2024
Q1 		$18.4K Hold
750
– – ﹤0.01% 287
2023
Q4 		$18.2K Sell
750
-1,325
-64% -$27.6K ﹤0.01% 272
2023
Q3 		$37.8K Buy
2,075
+500
+32% +$8.4K ﹤0.01% 190
2023
Q2 		$25.8K Hold
1,575
– – ﹤0.01% 212
2023
Q1 		$19.9K Hold
1,575
– – ﹤0.01% 227
2022
Q4 		$23K Hold
1,575
– – ﹤0.01% 241
2022
Q3 		$24K Buy
+1,575
New +$22.9K 0.01% 218
2022
Q2 		– Sell
-1,575
Closed -$23K – 409
2022
Q1 		$23K Hold
1,575
– – 0.01% 241
2021
Q4 		$32K Buy
+1,575
New +$40.4K 0.01% 280

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Beaird Harris Wealth Management's ALKT Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Alkami Technology (ALKT) in Q3 2024, closing a stake of 160 shares — an estimated $4.56K sold.

Beaird Harris Wealth Management first reported a position in ALKT in Q4 2021 and held it in 10 quarters. The position peaked at $37.8K in Q3 2023. 202 funds tracked by Wall St. Rank hold ALKT as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Alkami Technology position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 160 Alkami Technology shares in Q3 2024, an estimated $4.56K.
  • Beaird Harris Wealth Management first reported a position in Alkami Technology in Q4 2021 and held it in 10 quarters.
  • Beaird Harris Wealth Management's Alkami Technology position peaked at $37.8K in Q3 2023.
  • 202 funds tracked by Wall St. Rank held Alkami Technology as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.