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Yakira Capital Management’s AlTi Global ALTI Stock Holding History

Yakira Capital Management’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
-50,000
Closed -$503K – 378
2022
Q4 		$503K Hold
50,000
– – 0.1% 149
2022
Q3 		$496K Hold
50,000
– – 0.07% 203
2022
Q2 		$492K Hold
50,000
– – 0.08% 210
2022
Q1 		$494K Hold
50,000
– – 0.07% 245
2021
Q4 		$494K Hold
50,000
– – 0.06% 253
2021
Q3 		$493K Buy
+50,000
New +$485K 0.08% 228

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

Yakira Capital Management's ALTI Position: Q1 2023 in Review

Yakira Capital Management sold out of AlTi Global (ALTI) in Q1 2023, closing a stake of 50,000 shares — an estimated $503K sold.

Yakira Capital Management first reported a position in ALTI in Q3 2021 and held it in 6 quarters. The position peaked at $503K in Q4 2022. 23 funds tracked by Wall St. Rank hold ALTI as of Q1 2023.

  • Yakira Capital Management reported no remaining AlTi Global position as of Q1 2023 after selling out during the quarter.
  • Yakira Capital Management sold 50,000 AlTi Global shares in Q1 2023, an estimated $503K.
  • Yakira Capital Management first reported a position in AlTi Global in Q3 2021 and held it in 6 quarters.
  • Yakira Capital Management's AlTi Global position peaked at $503K in Q4 2022.
  • 23 funds tracked by Wall St. Rank held AlTi Global as of Q1 2023.

Based on Yakira Capital Management's 13F filing for Q1 2023, filed 12 May 2023.