PWMG
ALIT icon

Private Wealth Management Group’s Alight ALIT Stock Holding History

Private Wealth Management Group’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
2026
Q1 		– Sell
-13
Closed -$517 – 1432
2025
Q4 		$517 Buy
+13
New +$648 ﹤0.01% 1402
2025
Q3 		– Sell
-13
Closed -$1.42K – 1484
2025
Q2 		$1.42K Hold
13
– – ﹤0.01% 1188
2025
Q1 		$1.52K Buy
13
+2
+18% +$263 ﹤0.01% 1151
2024
Q4 		$1.56K Sell
11
-17
-61% -$2.5K ﹤0.01% 1180
2024
Q3 		$4.07K Buy
28
+8
+40% +$1.15K ﹤0.01% 811
2024
Q2 		$3K Buy
20
+14
+233% +$2.33K ﹤0.01% 906
2024
Q1 		$1.24K Hold
6
– – ﹤0.01% 1175
2023
Q4 		$1.07K Buy
+6
New +$887 ﹤0.01% 1241

Other funds holding ALIT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM