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Valley National Advisers’s Alkami Technology ALKT Stock Holding History

Valley National Advisers’s Portfolio ALKT Stock Details ALKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-30
Closed -$1K – 1190
2023
Q3 		$1K Buy
+30
New +$504 ﹤0.01% 878

Other funds holding ALKT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Valley National Advisers's ALKT Position: Q4 2023 in Review

Valley National Advisers sold out of Alkami Technology (ALKT) in Q4 2023, closing a stake of 30 shares — an estimated $1K sold.

Valley National Advisers first reported a position in ALKT in Q3 2023 and held it in 1 quarter. The position peaked at $1K in Q3 2023. 133 funds tracked by Wall St. Rank hold ALKT as of Q4 2023.

  • Valley National Advisers reported no remaining Alkami Technology position as of Q4 2023 after selling out during the quarter.
  • Valley National Advisers sold 30 Alkami Technology shares in Q4 2023, an estimated $1K.
  • Valley National Advisers first reported a position in Alkami Technology in Q3 2023 and held it in 1 quarter.
  • Valley National Advisers's Alkami Technology position peaked at $1K in Q3 2023.
  • 133 funds tracked by Wall St. Rank held Alkami Technology as of Q4 2023.

Based on Valley National Advisers's 13F filing for Q4 2023, filed 25 Jan 2024.