Simon Quick 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
2026
Q1
$93.9K Buy
2025
Q1
Sell
2024
Q4
$70.8K Hold
2024
Q3
$60.1K Sell
2024
Q2
$214K Buy