AF
ALTR

Allworth Financial’s Altair Engineering Inc ALTR Stock Holding History

Allworth Financial’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
-70
Closed -$7.73K – 4206
2024
Q4 		$7.73K Sell
70
-29
-29% -$2.99K ﹤0.01% 2558
2024
Q3 		$9.46K Sell
99
-18
-15% -$1.64K ﹤0.01% 2285
2024
Q2 		$10.5K Buy
117
+39
+50% +$3.43K ﹤0.01% 2201
2024
Q1 		$6.72K Sell
78
-5
-6% -$425 ﹤0.01% 2280
2023
Q4 		$6.99K Buy
83
+48
+137% +$3.34K ﹤0.01% 2130
2023
Q3 		$2.19K Hold
35
– – ﹤0.01% 2499
2023
Q2 		$2.65K Hold
35
– – ﹤0.01% 2373
2023
Q1 		$2.52K Hold
35
– – ﹤0.01% 2318
2022
Q4 		$1.59K Buy
35
+4
+13% +$187 ﹤0.01% 2317
2022
Q3 		$1K Buy
31
+18
+138% +$943 ﹤0.01% 2566
2022
Q2 		$1K Sell
13
-341
-96% -$18.6K ﹤0.01% 2307
2022
Q1 		$23K Buy
+354
New +$22.3K ﹤0.01% 1204

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

Allworth Financial's ALTR Position: Q1 2025 in Review

Allworth Financial sold out of Altair Engineering Inc (ALTR) in Q1 2025, closing a stake of 70 shares — an estimated $7.73K sold.

Allworth Financial first reported a position in ALTR in Q1 2022 and held it in 12 quarters. The position peaked at $23K in Q1 2022. 3 funds tracked by Wall St. Rank hold ALTR as of Q1 2025.

  • Allworth Financial reported no remaining Altair Engineering Inc position as of Q1 2025 after selling out during the quarter.
  • Allworth Financial sold 70 Altair Engineering Inc shares in Q1 2025, an estimated $7.73K.
  • Allworth Financial first reported a position in Altair Engineering Inc in Q1 2022 and held it in 12 quarters.
  • Allworth Financial's Altair Engineering Inc position peaked at $23K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.