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Fir Tree Capital Management’s AlTi Global ALTI Stock Holding History

Fir Tree Capital Management’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
-838,458
Closed -$8.41M – 285
2022
Q4 		$8.41M Sell
838,458
-4,514
-0.5% -$45K 0.43% 76
2022
Q3 		$8.35M Hold
842,972
– – 0.28% 111
2022
Q2 		$8.29M Sell
842,972
-32,028
-4% -$315K 0.26% 125
2022
Q1 		$8.64M Hold
875,000
– – 0.24% 132
2021
Q4 		$8.64M Hold
875,000
– – 0.23% 135
2021
Q3 		$8.64M Buy
875,000
+125,000
+17% +$1.21M 0.29% 106
2021
Q2 		$7.25M Buy
+750,000
New +$7.3M 0.27% 106

Other funds holding ALTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Fir Tree Capital Management's ALTI Position: Q1 2023 in Review

Fir Tree Capital Management sold out of AlTi Global (ALTI) in Q1 2023, closing a stake of 838,458 shares — an estimated $8.41M sold.

Fir Tree Capital Management first reported a position in ALTI in Q2 2021 and held it in 7 quarters. The position peaked at $8.64M in Q4 2021. 23 funds tracked by Wall St. Rank hold ALTI as of Q1 2023.

  • Fir Tree Capital Management reported no remaining AlTi Global position as of Q1 2023 after selling out during the quarter.
  • Fir Tree Capital Management sold 838,458 AlTi Global shares in Q1 2023, an estimated $8.41M.
  • Fir Tree Capital Management first reported a position in AlTi Global in Q2 2021 and held it in 7 quarters.
  • Fir Tree Capital Management's AlTi Global position peaked at $8.64M in Q4 2021.
  • 23 funds tracked by Wall St. Rank held AlTi Global as of Q1 2023.

Based on Fir Tree Capital Management's 13F filing for Q1 2023, filed 15 May 2023.