EI
ALTR

Ellevest Inc’s Altair Engineering Inc ALTR Stock Holding History

Ellevest Inc’s Portfolio ALTR Stock Details ALTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-140
Closed -$10.1K – 1712
2023
Q1 		$10.1K Hold
140
– – ﹤0.01% 1029
2022
Q4 		$6.37K Buy
140
+115
+460% +$5.38K ﹤0.01% 1136
2022
Q3 		$1K Sell
25
-548
-96% -$28.7K ﹤0.01% 1541
2022
Q2 		$30K Buy
573
+370
+182% +$20.2K ﹤0.01% 685
2022
Q1 		$13K Buy
203
+151
+290% +$9.53K ﹤0.01% 834
2021
Q4 		$4K Buy
52
+39
+300% +$2.92K ﹤0.01% 1075
2021
Q3 		$1K Hold
13
– – ﹤0.01% 1339
2021
Q2 		$1K Hold
13
– – ﹤0.01% 1228
2021
Q1 		$1K Hold
13
– – ﹤0.01% 1225
2020
Q4 		$1K Buy
+13
New +$656 ﹤0.01% 1140

Other funds holding ALTR

MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Ellevest Inc's ALTR Position: Q2 2023 in Review

Ellevest Inc sold out of Altair Engineering Inc (ALTR) in Q2 2023, closing a stake of 140 shares — an estimated $10.1K sold.

Ellevest Inc first reported a position in ALTR in Q4 2020 and held it in 10 quarters. The position peaked at $30K in Q2 2022. 213 funds tracked by Wall St. Rank hold ALTR as of Q2 2023.

  • Ellevest Inc reported no remaining Altair Engineering Inc position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 140 Altair Engineering Inc shares in Q2 2023, an estimated $10.1K.
  • Ellevest Inc first reported a position in Altair Engineering Inc in Q4 2020 and held it in 10 quarters.
  • Ellevest Inc's Altair Engineering Inc position peaked at $30K in Q2 2022.
  • 213 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.