Carroll Financial Associates’s Altair Engineering Inc ALTR Stock Holding History

Carroll Financial Associates’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
2021 Q4	$2K	Sell	28 -104	-79%	-$7.78K	﹤0.01%	1509
2021 Q3	$9K	Sell	132 -5,456	-98%	-$389K	﹤0.01%	1263
2021 Q2	$385K	Buy	5,588 +5,560	+19,857%	+$365K	0.02%	282
2021 Q1	$1K	Hold	28	–	–	﹤0.01%	1599
2020 Q4	$1K	Hold	28	–	–	﹤0.01%	1495
2020 Q3	$1K	Sell	28 -102	-78%	-$4.1K	﹤0.01%	1456
2020 Q2	$5K	Buy	130 +93	+251%	+$3.16K	﹤0.01%	1217
2020 Q1	$0	Sell	37 -1,068	-97%	-$36.6K	﹤0.01%	1719
2019 Q4	$39K	Buy	1,105 +1,077	+3,846%	+$36.3K	﹤0.01%	717
2019 Q3	$0	Hold	28	–	–	﹤0.01%	1755
2019 Q2	$1K	Buy	+28	New	+$1.05K	﹤0.01%	1532

Other funds holding ALTR

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carroll Financial Associates's ALTR Position: Q4 2021 in Review

Carroll Financial Associates reduced its Altair Engineering Inc (ALTR) stake by 79% in Q4 2021, selling an estimated $7.78K and leaving 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Carroll Financial Associates first reported a position in ALTR in Q2 2019 and has held it in 11 quarters since. The position peaked at $385K in Q2 2021. 176 funds tracked by Wall St. Rank hold ALTR as of Q4 2021.

Carroll Financial Associates held 28 shares of Altair Engineering Inc worth $2K as of Q4 2021.
Carroll Financial Associates sold 104 Altair Engineering Inc shares in Q4 2021, an estimated $7.78K.
Altair Engineering Inc made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1509 holding.
Carroll Financial Associates first reported a position in Altair Engineering Inc in Q2 2019 and has held it in 11 quarters since.
Carroll Financial Associates's Altair Engineering Inc position peaked at $385K in Q2 2021.
176 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.