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CV Advisors’s AlTi Global ALTI Stock Holding History

CV Advisors’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
Q4 		– Sell
-22,656
Closed -$84.7K – 35
2024
Q3 		$84.7K Buy
+22,656
New +$97.7K 0.04% 20

Other funds holding ALTI

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CV Advisors's ALTI Position: Q4 2024 in Review

CV Advisors sold out of AlTi Global (ALTI) in Q4 2024, closing a stake of 22,656 shares — an estimated $84.7K sold.

CV Advisors first reported a position in ALTI in Q3 2024 and held it in 1 quarter. The position peaked at $84.7K in Q3 2024. 57 funds tracked by Wall St. Rank hold ALTI as of Q4 2024.

  • CV Advisors reported no remaining AlTi Global position as of Q4 2024 after selling out during the quarter.
  • CV Advisors sold 22,656 AlTi Global shares in Q4 2024, an estimated $84.7K.
  • CV Advisors first reported a position in AlTi Global in Q3 2024 and held it in 1 quarter.
  • CV Advisors's AlTi Global position peaked at $84.7K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held AlTi Global as of Q4 2024.

Based on CV Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.