EAM
ALTA

Eagle Asset Management’s Altabancorp ALTA Stock Holding History

Eagle Asset Management’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
-99,138
Closed -$4.21M – 629
2021
Q1 		$4.21M Buy
+99,138
New +$3.49M 0.02% 421

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

Eagle Asset Management's ALTA Position: Q2 2021 in Review

Eagle Asset Management sold out of Altabancorp (ALTA) in Q2 2021, closing a stake of 99,138 shares — an estimated $4.21M sold.

Eagle Asset Management first reported a position in ALTA in Q1 2021 and held it in 1 quarter. The position peaked at $4.21M in Q1 2021. 92 funds tracked by Wall St. Rank hold ALTA as of Q2 2021.

  • Eagle Asset Management reported no remaining Altabancorp position as of Q2 2021 after selling out during the quarter.
  • Eagle Asset Management sold 99,138 Altabancorp shares in Q2 2021, an estimated $4.21M.
  • Eagle Asset Management first reported a position in Altabancorp in Q1 2021 and held it in 1 quarter.
  • Eagle Asset Management's Altabancorp position peaked at $4.21M in Q1 2021.
  • 92 funds tracked by Wall St. Rank held Altabancorp as of Q2 2021.

Based on Eagle Asset Management's 13F filing for Q2 2021, filed 11 Aug 2021.