AF
AABA

Allworth Financial’s Altaba Inc AABA Stock Holding History

Allworth Financial’s Portfolio AABA Stock Details AABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-875
Closed -$17K – 1150
2019
Q3 		$17K Hold
875
– – ﹤0.01% 489
2019
Q2 		$61K Hold
875
– – ﹤0.01% 294
2019
Q1 		$65K Buy
875
+475
+119% +$32.7K ﹤0.01% 280
2018
Q4 		$23K Hold
400
– – ﹤0.01% 388
2018
Q3 		$27K Hold
400
– – ﹤0.01% 382
2018
Q2 		$29K Hold
400
– – ﹤0.01% 352
2018
Q1 		$30K Hold
400
– – ﹤0.01% 318
2017
Q4 		$28K Hold
400
– – ﹤0.01% 324
2017
Q3 		$26K Hold
400
– – ﹤0.01% 326
2017
Q2 		$22K Buy
+400
New +$21.8K ﹤0.01% 364

Other funds holding AABA

CWM
CIBC World Markets New York $20.8B AUM
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.69B AUM 28.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $583M AUM 17.29% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Allworth Financial's AABA Position: Q4 2019 in Review

Allworth Financial sold out of Altaba Inc (AABA) in Q4 2019, closing a stake of 875 shares — an estimated $17K sold.

Allworth Financial first reported a position in AABA in Q2 2017 and held it in 10 quarters. The position peaked at $65K in Q1 2019. 13 funds tracked by Wall St. Rank hold AABA as of Q4 2019.

  • Allworth Financial reported no remaining Altaba Inc position as of Q4 2019 after selling out during the quarter.
  • Allworth Financial sold 875 Altaba Inc shares in Q4 2019, an estimated $17K.
  • Allworth Financial first reported a position in Altaba Inc in Q2 2017 and held it in 10 quarters.
  • Allworth Financial's Altaba Inc position peaked at $65K in Q1 2019.
  • 13 funds tracked by Wall St. Rank held Altaba Inc as of Q4 2019.

Based on Allworth Financial's 13F filing for Q4 2019, filed 16 Jan 2020.