Michael Gelband’s AlTi Global ALTI Stock Holding History

Michael Gelband’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
2024 Q4	–	Sell	-74,472	Closed	-$279K	–	1476
2024 Q3	$279K	Buy	+74,472	New	+$321K	﹤0.01%	1385

Other funds holding ALTI

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Michael Gelband's ALTI Position: Q4 2024 in Review

Michael Gelband sold out of AlTi Global (ALTI) in Q4 2024, closing a stake of 74,472 shares — an estimated $279K sold.

Michael Gelband first reported a position in ALTI in Q3 2024 and held it in 1 quarter. The position peaked at $279K in Q3 2024. 57 funds tracked by Wall St. Rank hold ALTI as of Q4 2024.

Michael Gelband reported no remaining AlTi Global position as of Q4 2024 after selling out during the quarter.
Michael Gelband sold 74,472 AlTi Global shares in Q4 2024, an estimated $279K.
Michael Gelband first reported a position in AlTi Global in Q3 2024 and held it in 1 quarter.
Michael Gelband's AlTi Global position peaked at $279K in Q3 2024.
57 funds tracked by Wall St. Rank held AlTi Global as of Q4 2024.

Based on ExodusPoint Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.