AWM
IART icon

Alterna Wealth Management’s Integra LifeSciences IART Stock Holding History

Alterna Wealth Management’s Portfolio IART Stock Details IART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,597
Closed -$216K – 123
2019
Q3 		$216K Sell
3,597
-90
-2% -$5.36K 0.26% 98
2019
Q2 		$206K Buy
+3,687
New +$190K 0.25% 79

Other funds holding IART

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Alterna Wealth Management's IART Position: Q4 2019 in Review

Alterna Wealth Management sold out of Integra LifeSciences (IART) in Q4 2019, closing a stake of 3,597 shares — an estimated $216K sold.

Alterna Wealth Management first reported a position in IART in Q2 2019 and held it in 2 quarters. The position peaked at $216K in Q3 2019. 279 funds tracked by Wall St. Rank hold IART as of Q4 2019.

  • Alterna Wealth Management reported no remaining Integra LifeSciences position as of Q4 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 3,597 Integra LifeSciences shares in Q4 2019, an estimated $216K.
  • Alterna Wealth Management first reported a position in Integra LifeSciences in Q2 2019 and held it in 2 quarters.
  • Alterna Wealth Management's Integra LifeSciences position peaked at $216K in Q3 2019.
  • 279 funds tracked by Wall St. Rank held Integra LifeSciences as of Q4 2019.

Based on Alterna Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.