AG
ALTA

Advisor Group’s Altabancorp ALTA Stock Holding History

Advisor Group’s Portfolio ALTA Stock Details ALTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$45K Hold
1,500
– – ﹤0.01% 3493
2019
Q3 		$42K Hold
1,500
– – ﹤0.01% 3523
2019
Q2 		$44K Hold
1,500
– – ﹤0.01% 3469
2019
Q1 		$40K Hold
1,500
– – ﹤0.01% 3542
2018
Q4 		$45K Buy
+1,500
New +$47.8K ﹤0.01% 3256

Other funds holding ALTA

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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
CF
Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Advisor Group's ALTA Position: Q4 2019 in Review

Advisor Group held its Altabancorp (ALTA) position steady in Q4 2019 at 1,500 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #3493.

Advisor Group first reported a position in ALTA in Q4 2018 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold ALTA as of Q4 2019.

  • Advisor Group held 1,500 shares of Altabancorp worth $45K as of Q4 2019.
  • Advisor Group left its Altabancorp share count unchanged in Q4 2019.
  • Altabancorp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3493 holding.
  • Advisor Group first reported a position in Altabancorp in Q4 2018 and has held it in 5 quarters since.
  • 82 funds tracked by Wall St. Rank held Altabancorp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.