AWM
ALTR

Avior Wealth Management’s Altair Engineering Inc ALTR Stock Holding History

Avior Wealth Management’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
2024
Q4 		– Sell
-65
Closed -$6.21K – 2554
2024
Q3 		$6.21K Hold
65
– – ﹤0.01% 1702
2024
Q2 		$6.38K Sell
65
-10
-13% -$880 ﹤0.01% 1656
2024
Q1 		$6.46K Buy
75
+10
+15% +$850 ﹤0.01% 2005
2023
Q4 		$5.47K Hold
65
– – ﹤0.01% 1120
2023
Q3 		$4.07K Hold
65
– – ﹤0.01% 1253
2023
Q2 		$4.93K Buy
65
+14
+27% +$1K ﹤0.01% 1173
2023
Q1 		$3.68K Buy
+51
New +$3.01K ﹤0.01% 1284

Other funds holding ALTR

MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avior Wealth Management's ALTR Position: Q4 2024 in Review

Avior Wealth Management sold out of Altair Engineering Inc (ALTR) in Q4 2024, closing a stake of 65 shares — an estimated $6.21K sold.

Avior Wealth Management first reported a position in ALTR in Q1 2023 and held it in 7 quarters. The position peaked at $6.46K in Q1 2024. 298 funds tracked by Wall St. Rank hold ALTR as of Q4 2024.

  • Avior Wealth Management reported no remaining Altair Engineering Inc position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 65 Altair Engineering Inc shares in Q4 2024, an estimated $6.21K.
  • Avior Wealth Management first reported a position in Altair Engineering Inc in Q1 2023 and held it in 7 quarters.
  • Avior Wealth Management's Altair Engineering Inc position peaked at $6.46K in Q1 2024.
  • 298 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.