CAW
ALTA

Cornerstone Advisors (Washington)’s Altabancorp ALTA Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		– Sell
-72
Closed -$2K – 742
2020
Q2 		$2K Buy
72
+23
+47% +$475 ﹤0.01% 607
2020
Q1 		$1K Buy
+49
New +$1.23K ﹤0.01% 745

Other funds holding ALTA

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CF
Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Cornerstone Advisors (Washington)'s ALTA Position: Q3 2020 in Review

Cornerstone Advisors (Washington) sold out of Altabancorp (ALTA) in Q3 2020, closing a stake of 72 shares — an estimated $2K sold.

Cornerstone Advisors (Washington) first reported a position in ALTA in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 78 funds tracked by Wall St. Rank hold ALTA as of Q3 2020.

  • Cornerstone Advisors (Washington) reported no remaining Altabancorp position as of Q3 2020 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 72 Altabancorp shares in Q3 2020, an estimated $2K.
  • Cornerstone Advisors (Washington) first reported a position in Altabancorp in Q1 2020 and held it in 2 quarters.
  • Cornerstone Advisors (Washington)'s Altabancorp position peaked at $2K in Q2 2020.
  • 78 funds tracked by Wall St. Rank held Altabancorp as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.