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Schechter Investment Advisors’s AlTi Global ALTI Stock Holding History

Schechter Investment Advisors’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
2023
Q1 		– Sell
-180,177
Closed -$1.97M – 701
2022
Q4 		$1.97M Sell
180,177
-3,930
-2% -$39.2K 0.18% 119
2022
Q3 		$1.82M Sell
184,107
-4,167
-2% -$41.2K 0.18% 109
2022
Q2 		$1.85M Sell
188,274
-6,414
-3% -$63.1K 0.18% 103
2022
Q1 		$1.92M Sell
194,688
-20,028
-9% -$198K 0.18% 109
2021
Q4 		$2.12M Buy
+214,716
New +$2.13M 0.19% 106

Other funds holding ALTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Schechter Investment Advisors's ALTI Position: Q1 2023 in Review

Schechter Investment Advisors sold out of AlTi Global (ALTI) in Q1 2023, closing a stake of 180,177 shares — an estimated $1.97M sold.

Schechter Investment Advisors first reported a position in ALTI in Q4 2021 and held it in 5 quarters. The position peaked at $2.12M in Q4 2021. 23 funds tracked by Wall St. Rank hold ALTI as of Q1 2023.

  • Schechter Investment Advisors reported no remaining AlTi Global position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 180,177 AlTi Global shares in Q1 2023, an estimated $1.97M.
  • Schechter Investment Advisors first reported a position in AlTi Global in Q4 2021 and held it in 5 quarters.
  • Schechter Investment Advisors's AlTi Global position peaked at $2.12M in Q4 2021.
  • 23 funds tracked by Wall St. Rank held AlTi Global as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.