Fidelity Investments’s AlTi Global ALTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3K | Buy |
4,171
+1,900
| +84% | +$7.89K | ﹤0.01% | 4340 |
|
|
2025
Q1 | $6.9K | Buy |
2,271
+388
| +21% | +$1.18K | ﹤0.01% | 4602 |
|
|
2024
Q4 | $8.3K | Buy |
1,883
+1,350
| +253% | +$5.95K | ﹤0.01% | 4520 |
|
|
2024
Q3 | $1.99K | Sell |
533
-304
| -36% | -$1.14K | ﹤0.01% | 4806 |
|
|
2024
Q2 | $4.36K | Buy |
837
+119
| +17% | +$620 | ﹤0.01% | 4574 |
|
|
2024
Q1 | $4.06K | Buy |
718
+286
| +66% | +$1.62K | ﹤0.01% | 4564 |
|
|
2023
Q4 | $3.78K | Sell |
432
-93
| -18% | -$815 | ﹤0.01% | 4520 |
|
|
2023
Q3 | $3.65K | Buy |
525
+316
| +151% | +$2.2K | ﹤0.01% | 4399 |
|
|
2023
Q2 | $1.6K | Buy |
+209
| New | +$1.6K | ﹤0.01% | 4642 |
|