ClariVest Asset Management’s Altabancorp ALTA Stock Holding History

ClariVest Asset Management’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 Q2	–	Sell	-462	Closed	-$19K	–	855
2021 Q1	$19K	Hold	462	–	–	﹤0.01%	481
2020 Q4	$13K	Sell	462 -300	-39%	-$7.62K	﹤0.01%	524
2020 Q3	$15K	Buy	762 +218	+40%	+$4.44K	﹤0.01%	457
2020 Q2	$12K	Hold	544	–	–	﹤0.01%	551
2020 Q1	$11K	Hold	544	–	–	﹤0.01%	509
2019 Q4	$16K	Sell	544 -146	-21%	-$4.28K	﹤0.01%	472
2019 Q3	$20K	Hold	690	–	–	﹤0.01%	507
2019 Q2	$20K	Buy	+690	New	+$19.8K	﹤0.01%	479

Other funds holding ALTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

ClariVest Asset Management's ALTA Position: Q2 2021 in Review

ClariVest Asset Management sold out of Altabancorp (ALTA) in Q2 2021, closing a stake of 462 shares — an estimated $19K sold.

ClariVest Asset Management first reported a position in ALTA in Q2 2019 and held it in 8 quarters. The position peaked at $20K in Q3 2019. 92 funds tracked by Wall St. Rank hold ALTA as of Q2 2021.

ClariVest Asset Management reported no remaining Altabancorp position as of Q2 2021 after selling out during the quarter.
ClariVest Asset Management sold 462 Altabancorp shares in Q2 2021, an estimated $19K.
ClariVest Asset Management first reported a position in Altabancorp in Q2 2019 and held it in 8 quarters.
ClariVest Asset Management's Altabancorp position peaked at $20K in Q3 2019.
92 funds tracked by Wall St. Rank held Altabancorp as of Q2 2021.

Based on ClariVest Asset Management's 13F filing for Q2 2021, filed 9 Aug 2021.