Clear Street’s AlTi Global ALTI Stock Holding History

Clear Street’s Portfolio ALTI Stock Details ALTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-73,009	Closed	-$797K	–	1195
2022 Q4	$797K	Buy	+73,009	New	+$729K	0.01%	80

Other funds holding ALTI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Clear Street's ALTI Position: Q1 2023 in Review

Clear Street sold out of AlTi Global (ALTI) in Q1 2023, closing a stake of 73,009 shares — an estimated $797K sold.

Clear Street first reported a position in ALTI in Q4 2022 and held it in 1 quarter. The position peaked at $797K in Q4 2022. 23 funds tracked by Wall St. Rank hold ALTI as of Q1 2023.

Clear Street reported no remaining AlTi Global position as of Q1 2023 after selling out during the quarter.
Clear Street sold 73,009 AlTi Global shares in Q1 2023, an estimated $797K.
Clear Street first reported a position in AlTi Global in Q4 2022 and held it in 1 quarter.
Clear Street's AlTi Global position peaked at $797K in Q4 2022.
23 funds tracked by Wall St. Rank held AlTi Global as of Q1 2023.

Based on Clear Street's 13F filing for Q1 2023, filed 12 May 2023.