CWM
ALTR

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

Congress 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
2025
Q1 		– Sell
-2,502
Closed -$273K – 1135
2024
Q4 		$273K Sell
2,502
-450
-15% -$46.4K ﹤0.01% 785
2024
Q3 		$282K Buy
+2,952
New +$268K ﹤0.01% 749

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

Congress Wealth Management's ALTR Position: Q1 2025 in Review

Congress Wealth Management sold out of Altair Engineering Inc (ALTR) in Q1 2025, closing a stake of 2,502 shares — an estimated $273K sold.

Congress Wealth Management first reported a position in ALTR in Q3 2024 and held it in 2 quarters. The position peaked at $282K in Q3 2024. 3 funds tracked by Wall St. Rank hold ALTR as of Q1 2025.

  • Congress Wealth Management reported no remaining Altair Engineering Inc position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 2,502 Altair Engineering Inc shares in Q1 2025, an estimated $273K.
  • Congress Wealth Management first reported a position in Altair Engineering Inc in Q3 2024 and held it in 2 quarters.
  • Congress Wealth Management's Altair Engineering Inc position peaked at $282K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.