AE Wealth Management’s Altabancorp ALTA Stock Holding History

AE Wealth Management’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
2021 Q4	–	Sell	-12,982	Closed	-$573K	–	1825
2021 Q3	$573K	Hold	12,982	–	–	﹤0.01%	1121
2021 Q2	$562K	Hold	12,982	–	–	﹤0.01%	1106
2021 Q1	$546K	Sell	12,982 -3,000	-19%	-$106K	0.01%	990
2020 Q4	$446K	Hold	15,982	–	–	0.01%	1004
2020 Q3	$322K	Hold	15,982	–	–	﹤0.01%	1020
2020 Q2	$359K	Hold	15,982	–	–	0.01%	974
2020 Q1	$310K	Hold	15,982	–	–	0.01%	868
2019 Q4	$481K	Sell	15,982 -3,400	-18%	-$99.7K	0.01%	748
2019 Q3	$548K	Hold	19,382	–	–	0.02%	592
2019 Q2	$570K	Buy	+19,382	New	+$556K	0.02%	550

AE Wealth Management's ALTA Position: Q4 2021 in Review

AE Wealth Management sold out of Altabancorp (ALTA) in Q4 2021, closing a stake of 12,982 shares — an estimated $573K sold.

AE Wealth Management first reported a position in ALTA in Q2 2019 and held it in 10 quarters. The position peaked at $573K in Q3 2021. 0 funds tracked by Wall St. Rank hold ALTA as of Q4 2021.

AE Wealth Management reported no remaining Altabancorp position as of Q4 2021 after selling out during the quarter.
AE Wealth Management sold 12,982 Altabancorp shares in Q4 2021, an estimated $573K.
AE Wealth Management first reported a position in Altabancorp in Q2 2019 and held it in 10 quarters.
AE Wealth Management's Altabancorp position peaked at $573K in Q3 2021.
0 funds tracked by Wall St. Rank held Altabancorp as of Q4 2021.

Based on AE Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.