AWM
ALTR

AE Wealth Management’s Altair Engineering Inc ALTR Stock Holding History

AE Wealth Management’s Portfolio ALTR Stock Details ALTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,461
Closed -$269K – 2308
2024
Q4 		$269K Buy
+2,461
New +$254K ﹤0.01% 1147

Other funds holding ALTR

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AE Wealth Management's ALTR Position: Q1 2025 in Review

AE Wealth Management sold out of Altair Engineering Inc (ALTR) in Q1 2025, closing a stake of 2,461 shares — an estimated $269K sold.

AE Wealth Management first reported a position in ALTR in Q4 2024 and held it in 1 quarter. The position peaked at $269K in Q4 2024. 3 funds tracked by Wall St. Rank hold ALTR as of Q1 2025.

  • AE Wealth Management reported no remaining Altair Engineering Inc position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 2,461 Altair Engineering Inc shares in Q1 2025, an estimated $269K.
  • AE Wealth Management first reported a position in Altair Engineering Inc in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's Altair Engineering Inc position peaked at $269K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.