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Dakota Wealth Management’s Alta Equipment Group ALTG Stock Holding History

Dakota Wealth Management’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
2019
Q4 		– Sell
-33,033
Closed -$327K – 308
2019
Q3 		$327K Buy
+33,033
New +$324K 0.06% 226

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PAMP
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Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return

Dakota Wealth Management's ALTG Position: Q4 2019 in Review

Dakota Wealth Management sold out of Alta Equipment Group (ALTG) in Q4 2019, closing a stake of 33,033 shares — an estimated $327K sold.

Dakota Wealth Management first reported a position in ALTG in Q3 2019 and held it in 1 quarter. The position peaked at $327K in Q3 2019. 41 funds tracked by Wall St. Rank hold ALTG as of Q4 2019.

  • Dakota Wealth Management reported no remaining Alta Equipment Group position as of Q4 2019 after selling out during the quarter.
  • Dakota Wealth Management sold 33,033 Alta Equipment Group shares in Q4 2019, an estimated $327K.
  • Dakota Wealth Management first reported a position in Alta Equipment Group in Q3 2019 and held it in 1 quarter.
  • Dakota Wealth Management's Alta Equipment Group position peaked at $327K in Q3 2019.
  • 41 funds tracked by Wall St. Rank held Alta Equipment Group as of Q4 2019.

Based on Dakota Wealth Management's 13F filing for Q4 2019, filed 6 Feb 2020.