Copperwynd Financial’s Altabancorp ALTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-576,670
| Closed | -$25.5M | – | 129 |
|
|
2021
Q3 | $25.5M | Hold |
576,670
| – | – | 10.5% | 1 |
|
|
2021
Q2 | $25M | Hold |
576,670
| – | – | 10.6% | 1 |
|
|
2021
Q1 | $24.2M | Hold |
576,670
| – | – | 10.89% | 1 |
|
|
2020
Q4 | $16.1M | Hold |
576,670
| – | – | 7.77% | 1 |
|
|
2020
Q3 | $11.6M | Sell |
576,670
-1,600
| -0.3% | -$32.6K | 6.17% | 4 |
|
|
2020
Q2 | $13M | Hold |
578,270
| – | – | 7.44% | 1 |
|
|
2020
Q1 | $11.2M | Hold |
578,270
| – | – | 5.3% | 2 |
|
|
2019
Q4 | $17.4M | Sell |
578,270
-5,109
| -0.9% | -$150K | 9.23% | 1 |
|
|
2019
Q3 | $17.4M | Sell |
583,379
-3,000
| -0.5% | -$85.2K | 9.9% | 1 |
|
|
2019
Q2 | $17.2M | Hold |
586,379
| – | – | 9.91% | 1 |
|
|
2019
Q1 | $15.5M | Hold |
586,379
| – | – | 9.27% | 1 |
|
|
2018
Q4 | $17.7M | Hold |
586,379
| – | – | 10.95% | 3 |
|
|
2018
Q3 | $19.9M | Sell |
586,379
-2,500
| -0.4% | -$89.1K | 12.07% | 1 |
|
|
2018
Q2 | $21M | Sell |
588,879
-7,024
| -1% | -$241K | 14.77% | 1 |
|
|
2018
Q1 | $19.2M | Sell |
595,903
-1,500
| -0.3% | -$47.2K | 13.19% | 1 |
|
|
2017
Q4 | $18.1M | Buy |
+597,403
| New | +$18.8M | 13.22% | 1 |
|
Copperwynd Financial's ALTA Position: Q4 2021 in Review
Copperwynd Financial sold out of Altabancorp (ALTA) in Q4 2021, closing a stake of 576,670 shares — an estimated $25.5M sold.
Copperwynd Financial first reported a position in ALTA in Q4 2017 and held it in 16 quarters. The position peaked at $25.5M in Q3 2021. 0 funds tracked by Wall St. Rank hold ALTA as of Q4 2021.
- Copperwynd Financial reported no remaining Altabancorp position as of Q4 2021 after selling out during the quarter.
- Copperwynd Financial sold 576,670 Altabancorp shares in Q4 2021, an estimated $25.5M.
- Copperwynd Financial first reported a position in Altabancorp in Q4 2017 and held it in 16 quarters.
- Copperwynd Financial's Altabancorp position peaked at $25.5M in Q3 2021.
- 0 funds tracked by Wall St. Rank held Altabancorp as of Q4 2021.
Based on Copperwynd Financial's 13F filing for Q4 2021, filed 4 Feb 2022.