Elevated Capital Advisors’s Altabancorp ALTA Stock Holding History

Elevated Capital 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 Q3	$1.13M	Buy	+25,610	New	+$1.06M	0.39%	80
2021 Q1	$1.1M	Hold	25,610	–	–	0.43%	80
2020 Q4	$715K	Hold	25,610	–	–	0.31%	104
2020 Q3	$699K	Hold	25,610	–	–	0.33%	105
2020 Q2	$527K	Buy	+25,610	New	+$529K	0.25%	122
2019 Q4	$771K	Buy	+25,610	New	+$751K	0.86%	35
2019 Q1	$432K	Buy	+25,610	New	+$743K	0.29%	108

Other funds holding ALTA

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Elevated Capital Advisors's ALTA Position: Q3 2021 in Review

Elevated Capital Advisors opened a new position in Altabancorp (ALTA) in Q3 2021: 25,610 shares worth $1.13M. The stake represents 0.39% of the portfolio and ranks #80 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in ALTA as recently as Q1 2021.

Elevated Capital Advisors first reported a position in ALTA in Q1 2019 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold ALTA as of Q3 2021.

Elevated Capital Advisors held 25,610 shares of Altabancorp worth $1.13M as of Q3 2021.
Altabancorp was a new Elevated Capital Advisors position in Q3 2021.
Altabancorp made up 0.39% of Elevated Capital Advisors's portfolio in Q3 2021, its #80 holding.
Elevated Capital Advisors first reported a position in Altabancorp in Q1 2019 and has held it in 7 quarters since.
88 funds tracked by Wall St. Rank held Altabancorp as of Q3 2021.

Based on Elevated Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.