IAA
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Independent Advisor Alliance’s Alight ALIT Stock Holding History

Independent Advisor Alliance’s Portfolio ALIT Stock Details ALIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-911
Closed -$134K – 709
2024
Q2 		$134K Buy
911
+150
+20% +$25K ﹤0.01% 673
2024
Q1 		$150K Buy
+761
New +$138K 0.01% 666

Other funds holding ALIT

CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Independent Advisor Alliance's ALIT Position: Q3 2024 in Review

Independent Advisor Alliance sold out of Alight (ALIT) in Q3 2024, closing a stake of 911 shares — an estimated $134K sold.

Independent Advisor Alliance first reported a position in ALIT in Q1 2024 and held it in 2 quarters. The position peaked at $150K in Q1 2024. 240 funds tracked by Wall St. Rank hold ALIT as of Q3 2024.

  • Independent Advisor Alliance reported no remaining Alight position as of Q3 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 911 Alight shares in Q3 2024, an estimated $134K.
  • Independent Advisor Alliance first reported a position in Alight in Q1 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Alight position peaked at $150K in Q1 2024.
  • 240 funds tracked by Wall St. Rank held Alight as of Q3 2024.

Based on Independent Advisor Alliance's 13F filing for Q3 2024, filed 13 Nov 2024.