AssetMark Inc
ALTR

AssetMark Inc’s Altair Engineering Inc ALTR Stock Holding History

AssetMark Inc’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
-43
Closed -$4.69K – 2788
2024
Q4 		$4.69K Buy
+43
New +$4.44K ﹤0.01% 1946
2023
Q4 		– Sell
-2
Closed -$125 – 2019
2023
Q3 		$125 Buy
+2
New +$134 ﹤0.01% 1675

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

AssetMark Inc's ALTR Position: Q1 2025 in Review

AssetMark Inc sold out of Altair Engineering Inc (ALTR) in Q1 2025, closing a stake of 43 shares — an estimated $4.69K sold.

AssetMark Inc first reported a position in ALTR in Q3 2023 and held it in 2 quarters. The position peaked at $4.69K in Q4 2024. 3 funds tracked by Wall St. Rank hold ALTR as of Q1 2025.

  • AssetMark Inc reported no remaining Altair Engineering Inc position as of Q1 2025 after selling out during the quarter.
  • AssetMark Inc sold 43 Altair Engineering Inc shares in Q1 2025, an estimated $4.69K.
  • AssetMark Inc first reported a position in Altair Engineering Inc in Q3 2023 and held it in 2 quarters.
  • AssetMark Inc's Altair Engineering Inc position peaked at $4.69K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.