CAPTRUST Financial Advisors
AIMC

CAPTRUST Financial Advisors’s Altra Industrial Motion Corp AIMC Stock Holding History

CAPTRUST Financial Advisors’s Portfolio AIMC Stock Details AIMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,470
Closed -$327K – 2399
2022
Q4 		$327K Sell
5,470
-6,085
-53% -$320K ﹤0.01% 1588
2022
Q3 		$388K Buy
11,555
+6,081
+111% +$232K ﹤0.01% 1379
2022
Q2 		$193K Buy
5,474
+558
+11% +$20.7K ﹤0.01% 1717
2022
Q1 		$192K Buy
4,916
+104
+2% +$4.67K ﹤0.01% 1756
2021
Q4 		$249K Sell
4,812
-548
-10% -$30.1K ﹤0.01% 1494
2021
Q3 		$297K Buy
5,360
+347
+7% +$20.7K ﹤0.01% 1304
2021
Q2 		$326K Sell
5,013
-79
-2% -$5.03K ﹤0.01% 1224
2021
Q1 		$282K Buy
5,092
+1,697
+50% +$98.7K ﹤0.01% 1268
2020
Q4 		$188K Sell
3,395
-9
-0.3% -$443 ﹤0.01% 1213
2020
Q3 		$129K Sell
3,404
-596
-15% -$21.9K ﹤0.01% 1232
2020
Q2 		$122K Sell
4,000
-745
-16% -$19.7K ﹤0.01% 1256
2020
Q1 		$75K Buy
+4,745
New +$141K ﹤0.01% 1243
2019
Q4 		– Sell
-3,810
Closed -$106K – 1928
2019
Q3 		$106K Sell
3,810
-551
-13% -$15.7K ﹤0.01% 763
2019
Q2 		$157K Sell
4,361
-60
-1% -$2.07K 0.01% 616
2019
Q1 		$138K Buy
4,421
+1,731
+64% +$52.5K 0.01% 595
2018
Q4 		$68K Buy
2,690
+2,375
+754% +$77.2K ﹤0.01% 692
2018
Q3 		$13K Buy
315
+5
+2% +$209 ﹤0.01% 1160
2018
Q2 		$13K Hold
310
– – ﹤0.01% 1096
2018
Q1 		$14K Sell
310
-26
-8% -$1.25K ﹤0.01% 950
2017
Q4 		$17K Buy
+336
New +$16.1K ﹤0.01% 848

Other funds holding AIMC

FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CAPTRUST Financial Advisors's AIMC Position: Q1 2023 in Review

CAPTRUST Financial Advisors sold out of Altra Industrial Motion Corp (AIMC) in Q1 2023, closing a stake of 5,470 shares — an estimated $327K sold.

CAPTRUST Financial Advisors first reported a position in AIMC in Q4 2017 and held it in 20 quarters. The position peaked at $388K in Q3 2022. 3 funds tracked by Wall St. Rank hold AIMC as of Q1 2023.

  • CAPTRUST Financial Advisors reported no remaining Altra Industrial Motion Corp position as of Q1 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 5,470 Altra Industrial Motion Corp shares in Q1 2023, an estimated $327K.
  • CAPTRUST Financial Advisors first reported a position in Altra Industrial Motion Corp in Q4 2017 and held it in 20 quarters.
  • CAPTRUST Financial Advisors's Altra Industrial Motion Corp position peaked at $388K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Altra Industrial Motion Corp as of Q1 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.