Beam Wealth Advisors’s Altabancorp ALTA Stock Holding History

Beam Wealth Advisors’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 Q4	–	Sell	-38,995	Closed	-$1.72M	–	149
2021 Q3	$1.72M	Hold	38,995	–	–	1.48%	14
2021 Q2	$1.69M	Sell	38,995 -179	-0.5%	-$7.81K	1.46%	15
2021 Q1	$1.65M	Hold	39,174	–	–	1.47%	13
2020 Q4	$1.09M	Sell	39,174 -46	-0.1%	-$1.17K	1.03%	30
2020 Q3	$789K	Hold	39,220	–	–	0.74%	43
2020 Q2	$849K	Sell	39,220 -357	-0.9%	-$7.37K	0.85%	39
2020 Q1	$767K	Sell	39,577 -370	-0.9%	-$9.25K	0.76%	40
2019 Q4	$1.2M	Buy	+39,947	New	+$1.17M	1.12%	23

Beam Wealth Advisors's ALTA Position: Q4 2021 in Review

Beam Wealth Advisors sold out of Altabancorp (ALTA) in Q4 2021, closing a stake of 38,995 shares — an estimated $1.72M sold.

Beam Wealth Advisors first reported a position in ALTA in Q4 2019 and held it in 8 quarters. The position peaked at $1.72M in Q3 2021. 0 funds tracked by Wall St. Rank hold ALTA as of Q4 2021.

Beam Wealth Advisors reported no remaining Altabancorp position as of Q4 2021 after selling out during the quarter.
Beam Wealth Advisors sold 38,995 Altabancorp shares in Q4 2021, an estimated $1.72M.
Beam Wealth Advisors first reported a position in Altabancorp in Q4 2019 and held it in 8 quarters.
Beam Wealth Advisors's Altabancorp position peaked at $1.72M in Q3 2021.
0 funds tracked by Wall St. Rank held Altabancorp as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.