DWA
ALTA

Dorsey Wright & Associates’s Altabancorp ALTA Stock Holding History

Dorsey Wright & Associates’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
Q3 		– Sell
-956
Closed -$41K – 372
2021
Q2 		$41K Buy
+956
New +$41.7K 0.01% 252

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
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
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Dorsey Wright & Associates's ALTA Position: Q3 2021 in Review

Dorsey Wright & Associates sold out of Altabancorp (ALTA) in Q3 2021, closing a stake of 956 shares — an estimated $41K sold.

Dorsey Wright & Associates first reported a position in ALTA in Q2 2021 and held it in 1 quarter. The position peaked at $41K in Q2 2021. 88 funds tracked by Wall St. Rank hold ALTA as of Q3 2021.

  • Dorsey Wright & Associates reported no remaining Altabancorp position as of Q3 2021 after selling out during the quarter.
  • Dorsey Wright & Associates sold 956 Altabancorp shares in Q3 2021, an estimated $41K.
  • Dorsey Wright & Associates first reported a position in Altabancorp in Q2 2021 and held it in 1 quarter.
  • Dorsey Wright & Associates's Altabancorp position peaked at $41K in Q2 2021.
  • 88 funds tracked by Wall St. Rank held Altabancorp as of Q3 2021.

Based on Dorsey Wright & Associates's 13F filing for Q3 2021, filed 26 Oct 2021.