DA
ALTA

Denali Advisors’s Altabancorp ALTA Stock Holding History

Denali 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
2021
Q2 		– Sell
-2,940
Closed -$124K – 394
2021
Q1 		$124K Buy
2,940
+1,010
+52% +$35.6K 0.04% 195
2020
Q4 		$54K Buy
1,930
+1,140
+144% +$28.9K 0.01% 290
2020
Q3 		$16K Buy
+790
New +$16.1K ﹤0.01% 338
2016
Q3 		– Sell
-122
Closed -$2K – 313
2016
Q2 		$2K Buy
+122
New +$2.03K ﹤0.01% 240

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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Denali Advisors's ALTA Position: Q2 2021 in Review

Denali Advisors sold out of Altabancorp (ALTA) in Q2 2021, closing a stake of 2,940 shares — an estimated $124K sold.

Denali Advisors first reported a position in ALTA in Q2 2016 and held it in 4 quarters. The position peaked at $124K in Q1 2021. 92 funds tracked by Wall St. Rank hold ALTA as of Q2 2021.

  • Denali Advisors reported no remaining Altabancorp position as of Q2 2021 after selling out during the quarter.
  • Denali Advisors sold 2,940 Altabancorp shares in Q2 2021, an estimated $124K.
  • Denali Advisors first reported a position in Altabancorp in Q2 2016 and held it in 4 quarters.
  • Denali Advisors's Altabancorp position peaked at $124K in Q1 2021.
  • 92 funds tracked by Wall St. Rank held Altabancorp as of Q2 2021.

Based on Denali Advisors's 13F filing for Q2 2021, filed 20 Aug 2021.