Carson Wealth (CWM LLC)
ALTR

Carson Wealth (CWM LLC)’s Altair Engineering Inc ALTR Stock Holding History

Carson Wealth (CWM LLC)’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
-242
Closed -$26K – 5258
2024
Q4 		$26K Sell
242
-12,965
-98% -$1.34M ﹤0.01% 3273
2024
Q3 		$1.26M Buy
13,207
+1,671
+14% +$152K 0.01% 899
2024
Q2 		$1.13M Buy
11,536
+7,254
+169% +$638K 0.01% 832
2024
Q1 		$369K Buy
4,282
+4,125
+2,627% +$350K ﹤0.01% 1244
2023
Q4 		$13K Buy
157
+118
+303% +$8.21K ﹤0.01% 3057
2023
Q3 		$2K Sell
39
-17
-30% -$1.14K ﹤0.01% 3885
2023
Q2 		$4K Buy
56
+13
+30% +$930 ﹤0.01% 3581
2023
Q1 		$3K Sell
43
-47
-52% -$2.78K ﹤0.01% 3588
2022
Q4 		$4K Buy
+90
New +$4.21K ﹤0.01% 3351
2022
Q3 		– Sell
-55
Closed -$3K – 4235
2022
Q2 		$3K Sell
55
-13
-19% -$711 ﹤0.01% 3265
2022
Q1 		$4K Buy
+68
New +$4.29K ﹤0.01% 2977

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

Carson Wealth (CWM LLC)'s ALTR Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Altair Engineering Inc (ALTR) in Q1 2025, closing a stake of 242 shares — an estimated $26K sold.

Carson Wealth (CWM LLC) first reported a position in ALTR in Q1 2022 and held it in 11 quarters. The position peaked at $1.26M in Q3 2024. 3 funds tracked by Wall St. Rank hold ALTR as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Altair Engineering Inc position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 242 Altair Engineering Inc shares in Q1 2025, an estimated $26K.
  • Carson Wealth (CWM LLC) first reported a position in Altair Engineering Inc in Q1 2022 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s Altair Engineering Inc position peaked at $1.26M in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.