CP
ALKT icon

Castleview Partners’s Alkami Technology ALKT Stock Holding History

Castleview Partners’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
Q4 		– Sell
-515
Closed -$9.38K – 865
2023
Q3 		$9.38K Buy
+515
New +$8.66K 0.01% 433

Other funds holding ALKT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Castleview Partners's ALKT Position: Q4 2023 in Review

Castleview Partners sold out of Alkami Technology (ALKT) in Q4 2023, closing a stake of 515 shares — an estimated $9.38K sold.

Castleview Partners first reported a position in ALKT in Q3 2023 and held it in 1 quarter. The position peaked at $9.38K in Q3 2023. 133 funds tracked by Wall St. Rank hold ALKT as of Q4 2023.

  • Castleview Partners reported no remaining Alkami Technology position as of Q4 2023 after selling out during the quarter.
  • Castleview Partners sold 515 Alkami Technology shares in Q4 2023, an estimated $9.38K.
  • Castleview Partners first reported a position in Alkami Technology in Q3 2023 and held it in 1 quarter.
  • Castleview Partners's Alkami Technology position peaked at $9.38K in Q3 2023.
  • 133 funds tracked by Wall St. Rank held Alkami Technology as of Q4 2023.

Based on Castleview Partners's 13F filing for Q4 2023, filed 5 Feb 2024.