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Belpointe Asset Management’s Alkami Technology ALKT Stock Holding History

Belpointe Asset 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
-386
Closed -$4.89K – 698
2023
Q1 		$4.89K Buy
386
+50
+15% +$738 ﹤0.01% 3025
2022
Q4 		$4.9K Buy
+336
New +$4.69K ﹤0.01% 2941

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

Belpointe Asset Management's ALKT Position: Q2 2023 in Review

Belpointe Asset Management sold out of Alkami Technology (ALKT) in Q2 2023, closing a stake of 386 shares — an estimated $4.89K sold.

Belpointe Asset Management first reported a position in ALKT in Q4 2022 and held it in 2 quarters. The position peaked at $4.9K in Q4 2022. 99 funds tracked by Wall St. Rank hold ALKT as of Q2 2023.

  • Belpointe Asset Management reported no remaining Alkami Technology position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 386 Alkami Technology shares in Q2 2023, an estimated $4.89K.
  • Belpointe Asset Management first reported a position in Alkami Technology in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Alkami Technology position peaked at $4.9K in Q4 2022.
  • 99 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.