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Credit Suisse’s AlTi Global ALTI Stock Holding History

Credit Suisse’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
2024
Q1 		$185K Buy
32,633
+5,000
+18% +$30.8K ﹤0.01% 2904
2023
Q4 		$242K Buy
27,633
+12,921
+88% +$97.2K ﹤0.01% 2950
2023
Q3 		$102K Buy
+14,712
New +$109K ﹤0.01% 3094
2022
Q1 		– Sell
-10,000
Closed -$99K – 3602
2021
Q4 		$99K Buy
+10,000
New +$99K ﹤0.01% 4378
2021
Q3 		– Sell
-10,000
Closed -$97K – 4378
2021
Q2 		$97K Buy
+10,000
New +$97.3K ﹤0.01% 4368

Other funds holding ALTI

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
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse's ALTI Position: Q1 2024 in Review

Credit Suisse increased its AlTi Global (ALTI) stake by 18% in Q1 2024, buying an estimated $30.8K and bringing the position to 32,633 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

Credit Suisse first reported a position in ALTI in Q2 2021 and has held it in 5 quarters since. The position peaked at $242K in Q4 2023. 42 funds tracked by Wall St. Rank hold ALTI as of Q1 2024.

  • Credit Suisse held 32,633 shares of AlTi Global worth $185K as of Q1 2024.
  • Credit Suisse bought 5,000 AlTi Global shares in Q1 2024, an estimated $30.8K.
  • AlTi Global made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2904 holding.
  • Credit Suisse first reported a position in AlTi Global in Q2 2021 and has held it in 5 quarters since.
  • Credit Suisse's AlTi Global position peaked at $242K in Q4 2023.
  • 42 funds tracked by Wall St. Rank held AlTi Global as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.