Center for Financial Planning’s Alight ALIT Stock Holding History

Center for Financial Planning’s Portfolio ALIT Stock Details ALIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-42	Closed	-$6.25K	–	676
2024 Q3	$6.25K	Hold	42	–	–	﹤0.01%	444
2024 Q2	$6.24K	Hold	42	–	–	﹤0.01%	439
2024 Q1	$8.32K	Hold	42	–	–	﹤0.01%	425
2023 Q4	$7.21K	Hold	42	–	–	﹤0.01%	402
2023 Q3	$5.99K	Hold	42	–	–	﹤0.01%	406
2023 Q2	$7.81K	Hold	42	–	–	﹤0.01%	408
2023 Q1	$7.78K	Hold	42	–	–	﹤0.01%	385
2022 Q4	$7.06K	Hold	42	–	–	﹤0.01%	389
2022 Q3	$6K	Hold	42	–	–	﹤0.01%	399
2022 Q2	$6K	Hold	42	–	–	﹤0.01%	407
2022 Q1	$8K	Hold	42	–	–	﹤0.01%	393
2021 Q4	$9K	Hold	42	–	–	﹤0.01%	386
2021 Q3	$10K	Buy	+42	New	+$8.85K	﹤0.01%	358

Other funds holding ALIT

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return