IWA
ALKT icon

Icon Wealth Advisors’s Alkami Technology ALKT Stock Holding History

Icon Wealth Advisors’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
2025
Q1 		– Sell
-4,581
Closed -$168K – 478
2024
Q4 		$168K Sell
4,581
-323
-7% -$12.1K 0.01% 410
2024
Q3 		$155K Buy
+4,904
New +$155K 0.01% 402

Other funds holding ALKT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Icon Wealth Advisors's ALKT Position: Q1 2025 in Review

Icon Wealth Advisors sold out of Alkami Technology (ALKT) in Q1 2025, closing a stake of 4,581 shares — an estimated $168K sold.

Icon Wealth Advisors first reported a position in ALKT in Q3 2024 and held it in 2 quarters. The position peaked at $168K in Q4 2024. 240 funds tracked by Wall St. Rank hold ALKT as of Q1 2025.

  • Icon Wealth Advisors reported no remaining Alkami Technology position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 4,581 Alkami Technology shares in Q1 2025, an estimated $168K.
  • Icon Wealth Advisors first reported a position in Alkami Technology in Q3 2024 and held it in 2 quarters.
  • Icon Wealth Advisors's Alkami Technology position peaked at $168K in Q4 2024.
  • 240 funds tracked by Wall St. Rank held Alkami Technology as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.