NECFA
ALKT icon

New England Capital Financial Advisors’s Alkami Technology ALKT Stock Holding History

New England Capital Financial 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
-50
Closed -$1.83K – 398
2024
Q4 		$1.83K Buy
+50
New +$1.87K ﹤0.01% 327

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

New England Capital Financial Advisors's ALKT Position: Q1 2025 in Review

New England Capital Financial Advisors sold out of Alkami Technology (ALKT) in Q1 2025, closing a stake of 50 shares — an estimated $1.83K sold.

New England Capital Financial Advisors first reported a position in ALKT in Q4 2024 and held it in 1 quarter. The position peaked at $1.83K in Q4 2024. 240 funds tracked by Wall St. Rank hold ALKT as of Q1 2025.

  • New England Capital Financial Advisors reported no remaining Alkami Technology position as of Q1 2025 after selling out during the quarter.
  • New England Capital Financial Advisors sold 50 Alkami Technology shares in Q1 2025, an estimated $1.83K.
  • New England Capital Financial Advisors first reported a position in Alkami Technology in Q4 2024 and held it in 1 quarter.
  • New England Capital Financial Advisors's Alkami Technology position peaked at $1.83K in Q4 2024.
  • 240 funds tracked by Wall St. Rank held Alkami Technology as of Q1 2025.

Based on New England Capital Financial Advisors's 13F filing for Q1 2025, filed 5 May 2025.