CPA
ALTG icon

Capital Performance Advisors’s Alta Equipment Group ALTG Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-237
Closed -$1.6K – 278
2024
Q3 		$1.6K Buy
+237
New +$1.82K ﹤0.01% 1673

Other funds holding ALTG

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's ALTG Position: Q4 2024 in Review

Capital Performance Advisors sold out of Alta Equipment Group (ALTG) in Q4 2024, closing a stake of 237 shares — an estimated $1.6K sold.

Capital Performance Advisors first reported a position in ALTG in Q3 2024 and held it in 1 quarter. The position peaked at $1.6K in Q3 2024. 103 funds tracked by Wall St. Rank hold ALTG as of Q4 2024.

  • Capital Performance Advisors reported no remaining Alta Equipment Group position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 237 Alta Equipment Group shares in Q4 2024, an estimated $1.6K.
  • Capital Performance Advisors first reported a position in Alta Equipment Group in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Alta Equipment Group position peaked at $1.6K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Alta Equipment Group as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.