Ellevest Inc’s Alkami Technology ALKT Stock Holding History

Ellevest Inc’s Portfolio ALKT Stock Details ALKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-25	Closed	-$365	–	1883
2022 Q4	$365	Buy	+25	New	+$349	﹤0.01%	1656

Other funds holding ALKT

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

LPP

Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ACH

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Ellevest Inc's ALKT Position: Q1 2023 in Review

Ellevest Inc sold out of Alkami Technology (ALKT) in Q1 2023, closing a stake of 25 shares — an estimated $365 sold.

Ellevest Inc first reported a position in ALKT in Q4 2022 and held it in 1 quarter. The position peaked at $365 in Q4 2022. 107 funds tracked by Wall St. Rank hold ALKT as of Q1 2023.

Ellevest Inc reported no remaining Alkami Technology position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 25 Alkami Technology shares in Q1 2023, an estimated $365.
Ellevest Inc first reported a position in Alkami Technology in Q4 2022 and held it in 1 quarter.
Ellevest Inc's Alkami Technology position peaked at $365 in Q4 2022.
107 funds tracked by Wall St. Rank held Alkami Technology as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.