Apriem Advisors’s Altair Engineering Inc ALTR Stock Holding History

Apriem Advisors’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	-14,965	Closed	-$1.63M	–	191
2024 Q4	$1.63M	Hold	14,965	–	–	0.19%	67
2024 Q3	$1.43M	Hold	14,965	–	–	0.17%	66
2024 Q2	$1.47M	Hold	14,965	–	–	0.18%	62
2024 Q1	$1.29M	Hold	14,965	–	–	0.16%	66
2023 Q4	$1.26M	Hold	14,965	–	–	0.17%	62
2023 Q3	$936K	Hold	14,965	–	–	0.14%	72
2023 Q2	$1.13M	Hold	14,965	–	–	0.17%	66
2023 Q1	$1.08M	Hold	14,965	–	–	0.17%	66
2022 Q4	$680K	Hold	14,965	–	–	0.12%	76
2022 Q3	$662K	Hold	14,965	–	–	0.12%	79
2022 Q2	$786K	Hold	14,965	–	–	0.14%	70
2022 Q1	$964K	Hold	14,965	–	–	0.14%	65
2021 Q4	$1.16M	Hold	14,965	–	–	0.16%	60
2021 Q3	$1.03M	Hold	14,965	–	–	0.15%	63
2021 Q2	$1.03M	Hold	14,965	–	–	0.15%	64
2021 Q1	$936K	Hold	14,965	–	–	0.15%	65
2020 Q4	$871K	Hold	14,965	–	–	0.16%	54
2020 Q3	$628K	Sell	14,965 -35	-0.2%	-$1.41K	0.12%	67
2020 Q2	$596K	Hold	15,000	–	–	0.12%	70
2020 Q1	$398K	Sell	15,000 -2,000	-12%	-$68.6K	0.1%	76
2019 Q4	$610K	Hold	17,000	–	–	0.12%	68
2019 Q3	$589K	Hold	17,000	–	–	0.13%	69
2019 Q2	$687K	Sell	17,000 -10,500	-38%	-$393K	0.22%	64
2019 Q1	$1.01M	Sell	27,500 -10,800	-28%	-$363K	0.27%	48
2018 Q4	$1.06M	Hold	38,300	–	–	0.37%	47
2018 Q3	$1.66M	Hold	38,300	–	–	0.36%	45
2018 Q2	$1.31M	Hold	38,300	–	–	0.29%	48
2018 Q1	$1.2M	Buy	+38,300	New	+$1.04M	0.29%	45

Other funds holding ALTR

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Apriem Advisors's ALTR Position: Q1 2025 in Review

Apriem Advisors sold out of Altair Engineering Inc (ALTR) in Q1 2025, closing a stake of 14,965 shares — an estimated $1.63M sold.

Apriem Advisors first reported a position in ALTR in Q1 2018 and held it in 28 quarters. The position peaked at $1.66M in Q3 2018. 3 funds tracked by Wall St. Rank hold ALTR as of Q1 2025.

Apriem Advisors reported no remaining Altair Engineering Inc position as of Q1 2025 after selling out during the quarter.
Apriem Advisors sold 14,965 Altair Engineering Inc shares in Q1 2025, an estimated $1.63M.
Apriem Advisors first reported a position in Altair Engineering Inc in Q1 2018 and held it in 28 quarters.
Apriem Advisors's Altair Engineering Inc position peaked at $1.66M in Q3 2018.
3 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q1 2025.

Based on Apriem Advisors's 13F filing for Q1 2025, filed 15 May 2025.