Simon Quick Advisors’s AlTi Global ALTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,059
Closed -$70.8K 612
2024
Q4
$70.8K Hold
16,059
﹤0.01% 481
2024
Q3
$60.1K Sell
16,059
-25,000
-61% -$93.5K ﹤0.01% 433
2024
Q2
$214K Buy
+41,059
New +$214K 0.02% 356