Dynamic Advisor Solutions’s Altabancorp ALTA Stock Holding History

Dynamic Advisor Solutions’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 Q4	–	Sell	-77,521	Closed	-$3.42M	–	824
2021 Q3	$3.42M	Sell	77,521 -2,200	-3%	-$91.2K	0.26%	87
2021 Q2	$3.45M	Buy	+79,721	New	+$3.48M	0.27%	91

Dynamic Advisor Solutions's ALTA Position: Q4 2021 in Review

Dynamic Advisor Solutions sold out of Altabancorp (ALTA) in Q4 2021, closing a stake of 77,521 shares — an estimated $3.42M sold.

Dynamic Advisor Solutions first reported a position in ALTA in Q2 2021 and held it in 2 quarters. The position peaked at $3.45M in Q2 2021. 0 funds tracked by Wall St. Rank hold ALTA as of Q4 2021.

Dynamic Advisor Solutions reported no remaining Altabancorp position as of Q4 2021 after selling out during the quarter.
Dynamic Advisor Solutions sold 77,521 Altabancorp shares in Q4 2021, an estimated $3.42M.
Dynamic Advisor Solutions first reported a position in Altabancorp in Q2 2021 and held it in 2 quarters.
Dynamic Advisor Solutions's Altabancorp position peaked at $3.45M in Q2 2021.
0 funds tracked by Wall St. Rank held Altabancorp as of Q4 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2021, filed 26 Jan 2022.