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Baker Tilly Wealth Management’s Alta Equipment Group ALTG Stock Holding History

Baker Tilly Wealth Management’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,828
Closed -$173K – 519
2021
Q4 		$173K Buy
+11,828
New +$174K 0.02% 513

Other funds holding ALTG

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Baker Tilly Wealth Management's ALTG Position: Q1 2022 in Review

Baker Tilly Wealth Management sold out of Alta Equipment Group (ALTG) in Q1 2022, closing a stake of 11,828 shares — an estimated $173K sold.

Baker Tilly Wealth Management first reported a position in ALTG in Q4 2021 and held it in 1 quarter. The position peaked at $173K in Q4 2021. 78 funds tracked by Wall St. Rank hold ALTG as of Q1 2022.

  • Baker Tilly Wealth Management reported no remaining Alta Equipment Group position as of Q1 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 11,828 Alta Equipment Group shares in Q1 2022, an estimated $173K.
  • Baker Tilly Wealth Management first reported a position in Alta Equipment Group in Q4 2021 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Alta Equipment Group position peaked at $173K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.