CAPTRUST Financial Advisors
ALTA

CAPTRUST Financial Advisors’s Altabancorp ALTA Stock Holding History

CAPTRUST Financial 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
-363
Closed -$16K – 5100
2021
Q3 		$16K Buy
363
+10
+3% +$415 ﹤0.01% 3332
2021
Q2 		$15K Buy
+353
New +$15.4K ﹤0.01% 3326

CAPTRUST Financial Advisors's ALTA Position: Q4 2021 in Review

CAPTRUST Financial Advisors sold out of Altabancorp (ALTA) in Q4 2021, closing a stake of 363 shares — an estimated $16K sold.

CAPTRUST Financial Advisors first reported a position in ALTA in Q2 2021 and held it in 2 quarters. The position peaked at $16K in Q3 2021. 0 funds tracked by Wall St. Rank hold ALTA as of Q4 2021.

  • CAPTRUST Financial Advisors reported no remaining Altabancorp position as of Q4 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 363 Altabancorp shares in Q4 2021, an estimated $16K.
  • CAPTRUST Financial Advisors first reported a position in Altabancorp in Q2 2021 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Altabancorp position peaked at $16K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Altabancorp as of Q4 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.