AG
ALTA

Aperio Group’s Altabancorp ALTA Stock Holding History

Aperio Group’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
Q4 		$438K Sell
15,700
-182
-1% -$4.62K ﹤0.01% 2028
2020
Q3 		$320K Sell
15,882
-3,169
-17% -$64.5K ﹤0.01% 2048
2020
Q2 		$428K Buy
+19,051
New +$393K ﹤0.01% 1843

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's ALTA Position: Q4 2020 in Review

Aperio Group reduced its Altabancorp (ALTA) stake by 1.1% in Q4 2020, selling an estimated $4.62K and leaving 15,700 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Aperio Group first reported a position in ALTA in Q2 2020 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold ALTA as of Q4 2020.

  • Aperio Group held 15,700 shares of Altabancorp worth $438K as of Q4 2020.
  • Aperio Group sold 182 Altabancorp shares in Q4 2020, an estimated $4.62K.
  • Altabancorp made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2028 holding.
  • Aperio Group first reported a position in Altabancorp in Q2 2020 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Altabancorp as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.