Creative Planning’s Altair Engineering Inc ALTR Stock Holding History

Creative Planning’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	-13,859	Closed	-$1.51M	–	3772
2024 Q4	$1.51M	Buy	13,859 +2,580	+23%	+$266K	﹤0.01%	1317
2024 Q3	$1.08M	Buy	11,279 +631	+6%	+$57.3K	﹤0.01%	1460
2024 Q2	$1.04M	Buy	10,648 +5,252	+97%	+$462K	﹤0.01%	1376
2024 Q1	$465K	Buy	5,396 +1,404	+35%	+$119K	﹤0.01%	1904
2023 Q4	$336K	Buy	+3,992	New	+$278K	﹤0.01%	2010

Other funds holding ALTR

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Creative Planning's ALTR Position: Q1 2025 in Review

Creative Planning sold out of Altair Engineering Inc (ALTR) in Q1 2025, closing a stake of 13,859 shares — an estimated $1.51M sold.

Creative Planning first reported a position in ALTR in Q4 2023 and held it in 5 quarters. The position peaked at $1.51M in Q4 2024. 3 funds tracked by Wall St. Rank hold ALTR as of Q1 2025.

Creative Planning reported no remaining Altair Engineering Inc position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 13,859 Altair Engineering Inc shares in Q1 2025, an estimated $1.51M.
Creative Planning first reported a position in Altair Engineering Inc in Q4 2023 and held it in 5 quarters.
Creative Planning's Altair Engineering Inc position peaked at $1.51M in Q4 2024.
3 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.