CAPTRUST Financial Advisors
ALTR

CAPTRUST Financial Advisors’s Altair Engineering Inc ALTR Stock Holding History

CAPTRUST Financial Advisors’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
-3,936
Closed -$429K – 2471
2024
Q4 		$429K Sell
3,936
-2,268
-37% -$234K ﹤0.01% 1687
2024
Q3 		$593K Sell
6,204
-247
-4% -$22.4K ﹤0.01% 1481
2024
Q2 		$633K Buy
6,451
+79
+1% +$6.95K ﹤0.01% 1398
2024
Q1 		$549K Sell
6,372
-1,594
-20% -$135K ﹤0.01% 1435
2023
Q4 		$670K Buy
7,966
+681
+9% +$47.4K ﹤0.01% 1528
2023
Q3 		$456K Buy
7,285
+3,295
+83% +$222K ﹤0.01% 1703
2023
Q2 		$303K Sell
3,990
-414
-9% -$29.6K ﹤0.01% 1970
2023
Q1 		$318K Buy
+4,404
New +$260K ﹤0.01% 1712
2022
Q3 		– Sell
-1,415
Closed -$74K – 4201
2022
Q2 		$74K Buy
1,415
+2
+0.1% +$109 ﹤0.01% 2445
2022
Q1 		$91K Buy
1,413
+24
+2% +$1.51K ﹤0.01% 2349
2021
Q4 		$107K Sell
1,389
-235
-14% -$17.6K ﹤0.01% 2118
2021
Q3 		$112K Buy
1,624
+82
+5% +$5.85K ﹤0.01% 1988
2021
Q2 		$106K Sell
1,542
-25
-2% -$1.64K ﹤0.01% 1993
2021
Q1 		$98K Sell
1,567
-1
-0.1% -$61 ﹤0.01% 1966
2020
Q4 		$91K Sell
1,568
-16
-1% -$807 ﹤0.01% 1548
2020
Q3 		$69K Hold
1,584
– – ﹤0.01% 1517
2020
Q2 		$64K Buy
+1,584
New +$53.8K ﹤0.01% 1531
2019
Q4 		– Sell
-956
Closed -$33K – 1867
2019
Q3 		$33K Hold
956
– – ﹤0.01% 1140
2019
Q2 		$39K Buy
+956
New +$35.7K ﹤0.01% 1068

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

CAPTRUST Financial Advisors's ALTR Position: Q1 2025 in Review

CAPTRUST Financial Advisors sold out of Altair Engineering Inc (ALTR) in Q1 2025, closing a stake of 3,936 shares — an estimated $429K sold.

CAPTRUST Financial Advisors first reported a position in ALTR in Q2 2019 and held it in 19 quarters. The position peaked at $670K in Q4 2023. 3 funds tracked by Wall St. Rank hold ALTR as of Q1 2025.

  • CAPTRUST Financial Advisors reported no remaining Altair Engineering Inc position as of Q1 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 3,936 Altair Engineering Inc shares in Q1 2025, an estimated $429K.
  • CAPTRUST Financial Advisors first reported a position in Altair Engineering Inc in Q2 2019 and held it in 19 quarters.
  • CAPTRUST Financial Advisors's Altair Engineering Inc position peaked at $670K in Q4 2023.
  • 3 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q1 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.