CFFP
ALIT icon

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

SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Center for Financial Planning's ALIT Position: Q4 2024 in Review

Center for Financial Planning sold out of Alight (ALIT) in Q4 2024, closing a stake of 42 shares — an estimated $6.25K sold.

Center for Financial Planning first reported a position in ALIT in Q3 2021 and held it in 13 quarters. The position peaked at $10K in Q3 2021. 248 funds tracked by Wall St. Rank hold ALIT as of Q4 2024.

  • Center for Financial Planning reported no remaining Alight position as of Q4 2024 after selling out during the quarter.
  • Center for Financial Planning sold 42 Alight shares in Q4 2024, an estimated $6.25K.
  • Center for Financial Planning first reported a position in Alight in Q3 2021 and held it in 13 quarters.
  • Center for Financial Planning's Alight position peaked at $10K in Q3 2021.
  • 248 funds tracked by Wall St. Rank held Alight as of Q4 2024.

Based on Center for Financial Planning's 13F filing for Q4 2024, filed 30 Jan 2025.