CAL
ALTR

Capital Advisors Ltd’s Altair Engineering Inc ALTR Stock Holding History

Capital Advisors Ltd’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
-6
Closed -$1K – 1630
2024
Q4 		$1K Hold
6
– – ﹤0.01% 1337
2024
Q3 		$1K Hold
6
– – ﹤0.01% 1330
2024
Q2 		$1K Buy
+6
New +$528 ﹤0.01% 1328
2022
Q3 		– Sell
-3
Closed – – 1579
2022
Q2 		$0 Sell
3
-6
-67% -$328 ﹤0.01% 1388
2022
Q1 		$1K Buy
+9
New +$568 ﹤0.01% 838

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

Capital Advisors Ltd's ALTR Position: Q1 2025 in Review

Capital Advisors Ltd sold out of Altair Engineering Inc (ALTR) in Q1 2025, closing a stake of 6 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in ALTR in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q4 2024. 3 funds tracked by Wall St. Rank hold ALTR as of Q1 2025.

  • Capital Advisors Ltd reported no remaining Altair Engineering Inc position as of Q1 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 6 Altair Engineering Inc shares in Q1 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Altair Engineering Inc in Q1 2022 and held it in 5 quarters.
  • Capital Advisors Ltd's Altair Engineering Inc position peaked at $1K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q1 2025.

Based on Capital Advisors Ltd's 13F filing for Q1 2025, filed 15 Apr 2025.