Allianz Asset Management
ALTA

Allianz Asset Management’s Altabancorp ALTA Stock Holding History

Allianz Asset 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
2020
Q1 		– Sell
-10,998
Closed -$331K – 2819
2019
Q4 		$331K Sell
10,998
-276
-2% -$8.09K ﹤0.01% 2539
2019
Q3 		$319K Sell
11,274
-15,906
-59% -$452K ﹤0.01% 2507
2019
Q2 		$799K Sell
27,180
-948
-3% -$27.2K ﹤0.01% 2216
2019
Q1 		$742K Sell
28,128
-1,099
-4% -$31.9K ﹤0.01% 2195
2018
Q4 		$881K Sell
29,227
-4,813
-14% -$153K ﹤0.01% 2074
2018
Q3 		$1.16M Buy
34,040
+2,920
+9% +$104K ﹤0.01% 2172
2018
Q2 		$1.11M Buy
+31,120
New +$1.07M ﹤0.01% 2198

Other funds holding ALTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CF
Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Allianz Asset Management's ALTA Position: Q1 2020 in Review

Allianz Asset Management sold out of Altabancorp (ALTA) in Q1 2020, closing a stake of 10,998 shares — an estimated $331K sold.

Allianz Asset Management first reported a position in ALTA in Q2 2018 and held it in 7 quarters. The position peaked at $1.16M in Q3 2018. 74 funds tracked by Wall St. Rank hold ALTA as of Q1 2020.

  • Allianz Asset Management reported no remaining Altabancorp position as of Q1 2020 after selling out during the quarter.
  • Allianz Asset Management sold 10,998 Altabancorp shares in Q1 2020, an estimated $331K.
  • Allianz Asset Management first reported a position in Altabancorp in Q2 2018 and held it in 7 quarters.
  • Allianz Asset Management's Altabancorp position peaked at $1.16M in Q3 2018.
  • 74 funds tracked by Wall St. Rank held Altabancorp as of Q1 2020.

Based on Allianz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.