Creative Planning
ALTG icon

Creative Planning’s Alta Equipment Group ALTG Stock Holding History

Creative Planning’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,000
Closed -$130K – 2075
2021
Q1 		$130K Hold
10,000
– – ﹤0.01% 2193
2020
Q4 		$99K Hold
10,000
– – ﹤0.01% 2028
2020
Q3 		$78K Hold
10,000
– – ﹤0.01% 1859
2020
Q2 		$78K Hold
10,000
– – ﹤0.01% 1703
2020
Q1 		$43K Buy
+10,000
New +$85.7K ﹤0.01% 1651

Other funds holding ALTG

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Creative Planning's ALTG Position: Q2 2021 in Review

Creative Planning sold out of Alta Equipment Group (ALTG) in Q2 2021, closing a stake of 10,000 shares — an estimated $130K sold.

Creative Planning first reported a position in ALTG in Q1 2020 and held it in 5 quarters. The position peaked at $130K in Q1 2021. 72 funds tracked by Wall St. Rank hold ALTG as of Q2 2021.

  • Creative Planning reported no remaining Alta Equipment Group position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 10,000 Alta Equipment Group shares in Q2 2021, an estimated $130K.
  • Creative Planning first reported a position in Alta Equipment Group in Q1 2020 and held it in 5 quarters.
  • Creative Planning's Alta Equipment Group position peaked at $130K in Q1 2021.
  • 72 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.