AIM
ALTA

Axiom Investment Management’s Altabancorp ALTA Stock Holding History

Axiom Investment Management’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
2019
Q3 		– Sell
-365,861
Closed -$2.33M – 454
2019
Q2 		$2.33M Sell
365,861
-17,875
-5% -$513K 0.42% 58
2019
Q1 		$2.56M Sell
383,736
-17,875
-4% -$518K 0.49% 51
2018
Q4 		$3.47M Buy
+401,611
New +$12.8M 0.73% 35

Other funds holding ALTA

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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axiom Investment Management's ALTA Position: Q3 2019 in Review

Axiom Investment Management sold out of Altabancorp (ALTA) in Q3 2019, closing a stake of 365,861 shares — an estimated $2.33M sold.

Axiom Investment Management first reported a position in ALTA in Q4 2018 and held it in 3 quarters. The position peaked at $3.47M in Q4 2018. 84 funds tracked by Wall St. Rank hold ALTA as of Q3 2019.

  • Axiom Investment Management reported no remaining Altabancorp position as of Q3 2019 after selling out during the quarter.
  • Axiom Investment Management sold 365,861 Altabancorp shares in Q3 2019, an estimated $2.33M.
  • Axiom Investment Management first reported a position in Altabancorp in Q4 2018 and held it in 3 quarters.
  • Axiom Investment Management's Altabancorp position peaked at $3.47M in Q4 2018.
  • 84 funds tracked by Wall St. Rank held Altabancorp as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.