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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

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General Atlantic New York $2.91B AUM 24.21% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Driehaus Capital Management
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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. 241 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.
  • 241 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.