CA
ALTA

Crewe Advisors’s Altabancorp ALTA Stock Holding History

Crewe Advisors’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
2019
Q4 		– Sell
-2,000
Closed -$57K – 288
2019
Q3 		$57K Sell
2,000
-2,834
-59% -$80.5K 0.03% 110
2019
Q2 		$142K Buy
4,834
+2,834
+142% +$81.3K 0.05% 95
2019
Q1 		$53K Buy
+2,000
New +$58K 0.02% 121
2018
Q3 		– Sell
-10,000
Closed -$357K – 278
2018
Q2 		$357K Hold
10,000
– – 0.33% 38
2018
Q1 		$323K Hold
10,000
– – 0.32% 37
2017
Q4 		$303K Buy
+10,000
New +$314K 0.3% 38

Other funds holding ALTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Crewe Advisors's ALTA Position: Q4 2019 in Review

Crewe Advisors sold out of Altabancorp (ALTA) in Q4 2019, closing a stake of 2,000 shares — an estimated $57K sold.

Crewe Advisors first reported a position in ALTA in Q4 2017 and held it in 6 quarters. The position peaked at $357K in Q2 2018. 82 funds tracked by Wall St. Rank hold ALTA as of Q4 2019.

  • Crewe Advisors reported no remaining Altabancorp position as of Q4 2019 after selling out during the quarter.
  • Crewe Advisors sold 2,000 Altabancorp shares in Q4 2019, an estimated $57K.
  • Crewe Advisors first reported a position in Altabancorp in Q4 2017 and held it in 6 quarters.
  • Crewe Advisors's Altabancorp position peaked at $357K in Q2 2018.
  • 82 funds tracked by Wall St. Rank held Altabancorp as of Q4 2019.

Based on Crewe Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.