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Alterna Wealth Management’s Stewart Information Services STC Stock Holding History

Alterna Wealth Management’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,709
Closed -$225K – 129
2022
Q1 		$225K Buy
3,709
+960
+35% +$66.7K 0.19% 107
2021
Q4 		$219K Buy
+2,749
New +$202K 0.18% 87

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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Alterna Wealth Management's STC Position: Q2 2022 in Review

Alterna Wealth Management sold out of Stewart Information Services (STC) in Q2 2022, closing a stake of 3,709 shares — an estimated $225K sold.

Alterna Wealth Management first reported a position in STC in Q4 2021 and held it in 2 quarters. The position peaked at $225K in Q1 2022. 219 funds tracked by Wall St. Rank hold STC as of Q2 2022.

  • Alterna Wealth Management reported no remaining Stewart Information Services position as of Q2 2022 after selling out during the quarter.
  • Alterna Wealth Management sold 3,709 Stewart Information Services shares in Q2 2022, an estimated $225K.
  • Alterna Wealth Management first reported a position in Stewart Information Services in Q4 2021 and held it in 2 quarters.
  • Alterna Wealth Management's Stewart Information Services position peaked at $225K in Q1 2022.
  • 219 funds tracked by Wall St. Rank held Stewart Information Services as of Q2 2022.

Based on Alterna Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.