CWM
ALTR

Castle Wealth Management’s Altair Engineering Inc ALTR Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-1,003
Closed -$44K – 668
2022
Q3 		$44K Hold
1,003
– – 0.03% 233
2022
Q2 		$53K Buy
+1,003
New +$54.8K 0.03% 206

Other funds holding ALTR

MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Castle Wealth Management's ALTR Position: Q4 2022 in Review

Castle Wealth Management sold out of Altair Engineering Inc (ALTR) in Q4 2022, closing a stake of 1,003 shares — an estimated $44K sold.

Castle Wealth Management first reported a position in ALTR in Q2 2022 and held it in 2 quarters. The position peaked at $53K in Q2 2022. 173 funds tracked by Wall St. Rank hold ALTR as of Q4 2022.

  • Castle Wealth Management reported no remaining Altair Engineering Inc position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1,003 Altair Engineering Inc shares in Q4 2022, an estimated $44K.
  • Castle Wealth Management first reported a position in Altair Engineering Inc in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Altair Engineering Inc position peaked at $53K in Q2 2022.
  • 173 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.