Associated Banc-Corp’s Altabancorp ALTA Stock Holding History

Associated Banc-Corp’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
2021 Q1	–	Sell	-81	Closed	-$2K	–	973
2020 Q4	$2K	Hold	81	–	–	﹤0.01%	881
2020 Q3	$2K	Buy	+81	New	+$1.65K	﹤0.01%	796

Other funds holding ALTA

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Associated Banc-Corp's ALTA Position: Q1 2021 in Review

Associated Banc-Corp sold out of Altabancorp (ALTA) in Q1 2021, closing a stake of 81 shares — an estimated $2K sold.

Associated Banc-Corp first reported a position in ALTA in Q3 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 86 funds tracked by Wall St. Rank hold ALTA as of Q1 2021.

Associated Banc-Corp reported no remaining Altabancorp position as of Q1 2021 after selling out during the quarter.
Associated Banc-Corp sold 81 Altabancorp shares in Q1 2021, an estimated $2K.
Associated Banc-Corp first reported a position in Altabancorp in Q3 2020 and held it in 2 quarters.
Associated Banc-Corp's Altabancorp position peaked at $2K in Q4 2020.
86 funds tracked by Wall St. Rank held Altabancorp as of Q1 2021.

Based on Associated Banc-Corp's 13F filing for Q1 2021, filed 5 May 2021.