TA
ALTI icon

Tiedemann Advisors’s AlTi Global ALTI Stock Holding History

Tiedemann 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
Q3 		$1.06M Sell
151,779
-20,318
-12% -$151K 0.05% 116
2023
Q2 		$1.32M Buy
+172,097
New +$1.21M 0.06% 99

Other funds holding ALTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Tiedemann Advisors's ALTI Position: Q3 2023 in Review

Tiedemann Advisors reduced its AlTi Global (ALTI) stake by 12% in Q3 2023, selling an estimated $151K and leaving 151,779 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #116.

Tiedemann Advisors first reported a position in ALTI in Q2 2023 and has held it in 2 quarters since. The position peaked at $1.32M in Q2 2023. 42 funds tracked by Wall St. Rank hold ALTI as of Q3 2023.

  • Tiedemann Advisors held 151,779 shares of AlTi Global worth $1.06M as of Q3 2023.
  • Tiedemann Advisors sold 20,318 AlTi Global shares in Q3 2023, an estimated $151K.
  • AlTi Global made up 0.05% of Tiedemann Advisors's portfolio in Q3 2023, its #116 holding.
  • Tiedemann Advisors first reported a position in AlTi Global in Q2 2023 and has held it in 2 quarters since.
  • Tiedemann Advisors's AlTi Global position peaked at $1.32M in Q2 2023.
  • 42 funds tracked by Wall St. Rank held AlTi Global as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.