EP Wealth Advisors’s Altabancorp ALTA Stock Holding History

EP Wealth 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 Q4	–	Sell	-41,054	Closed	-$1.81M	–	577
2021 Q3	$1.81M	Hold	41,054	–	–	0.05%	179
2021 Q2	$1.78M	Buy	41,054 +691	+2%	+$30.2K	0.05%	189
2021 Q1	$1.7M	Buy	+40,363	New	+$1.42M	0.05%	184

EP Wealth Advisors's ALTA Position: Q4 2021 in Review

EP Wealth Advisors sold out of Altabancorp (ALTA) in Q4 2021, closing a stake of 41,054 shares — an estimated $1.81M sold.

EP Wealth Advisors first reported a position in ALTA in Q1 2021 and held it in 3 quarters. The position peaked at $1.81M in Q3 2021. 0 funds tracked by Wall St. Rank hold ALTA as of Q4 2021.

EP Wealth Advisors reported no remaining Altabancorp position as of Q4 2021 after selling out during the quarter.
EP Wealth Advisors sold 41,054 Altabancorp shares in Q4 2021, an estimated $1.81M.
EP Wealth Advisors first reported a position in Altabancorp in Q1 2021 and held it in 3 quarters.
EP Wealth Advisors's Altabancorp position peaked at $1.81M in Q3 2021.
0 funds tracked by Wall St. Rank held Altabancorp as of Q4 2021.

Based on EP Wealth Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.