Sage Mountain Advisors’s AlTi Global ALTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-9,240
Closed -$91K 381
2022
Q2
$91K Sell
9,240
-531
-5% -$5.22K 0.02% 522
2022
Q1
$96K Sell
9,771
-8,778
-47% -$86.7K 0.02% 539
2021
Q4
$183K Sell
18,549
-621
-3% -$6.15K 0.02% 539
2021
Q3
$189K Buy
+19,170
New +$186K 0.03% 443

Other funds holding ALTI

Sage Mountain Advisors's ALTI Position: Q3 2022 in Review

Sage Mountain Advisors sold out of AlTi Global (ALTI) in Q3 2022, closing a stake of 9,240 shares — an estimated $91K sold.

Sage Mountain Advisors first reported a position in ALTI in Q3 2021 and held it in 4 quarters. The position peaked at $189K in Q3 2021. 75 funds tracked by Wall St. Rank hold ALTI as of Q3 2022.

  • Sage Mountain Advisors reported no remaining AlTi Global position as of Q3 2022 after selling out during the quarter.
  • Sage Mountain Advisors sold 9,240 AlTi Global shares in Q3 2022, an estimated $91K.
  • Sage Mountain Advisors first reported a position in AlTi Global in Q3 2021 and held it in 4 quarters.
  • Sage Mountain Advisors's AlTi Global position peaked at $189K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held AlTi Global as of Q3 2022.

Based on Sage Mountain Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.