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Capital Performance Advisors’s Alkami Technology ALKT Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-35
Closed -$1.1K – 268
2024
Q3 		$1.1K Buy
+35
New +$1.1K ﹤0.01% 1859

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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital Performance Advisors's ALKT Position: Q4 2024 in Review

Capital Performance Advisors sold out of Alkami Technology (ALKT) in Q4 2024, closing a stake of 35 shares — an estimated $1.1K sold.

Capital Performance Advisors first reported a position in ALKT in Q3 2024 and held it in 1 quarter. The position peaked at $1.1K in Q3 2024. 249 funds tracked by Wall St. Rank hold ALKT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Alkami Technology position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 35 Alkami Technology shares in Q4 2024, an estimated $1.1K.
  • Capital Performance Advisors first reported a position in Alkami Technology in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Alkami Technology position peaked at $1.1K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held Alkami Technology as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.