BP
ALTR

Ballentine Partners’s Altair Engineering Inc ALTR Stock Holding History

Ballentine Partners’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
-2,236
Closed -$244K – 1009
2024
Q4 		$244K Hold
2,236
– – ﹤0.01% 697
2024
Q3 		$214K Buy
2,236
+175
+8% +$15.9K ﹤0.01% 731
2024
Q2 		$202K Buy
+2,061
New +$181K ﹤0.01% 693

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

Ballentine Partners's ALTR Position: Q1 2025 in Review

Ballentine Partners sold out of Altair Engineering Inc (ALTR) in Q1 2025, closing a stake of 2,236 shares — an estimated $244K sold.

Ballentine Partners first reported a position in ALTR in Q2 2024 and held it in 3 quarters. The position peaked at $244K in Q4 2024. 3 funds tracked by Wall St. Rank hold ALTR as of Q1 2025.

  • Ballentine Partners reported no remaining Altair Engineering Inc position as of Q1 2025 after selling out during the quarter.
  • Ballentine Partners sold 2,236 Altair Engineering Inc shares in Q1 2025, an estimated $244K.
  • Ballentine Partners first reported a position in Altair Engineering Inc in Q2 2024 and held it in 3 quarters.
  • Ballentine Partners's Altair Engineering Inc position peaked at $244K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q1 2025.

Based on Ballentine Partners's 13F filing for Q1 2025, filed 1 May 2025.