EWA
ALTR

EP Wealth Advisors’s Altair Engineering Inc ALTR Stock Holding History

EP Wealth Advisors’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
2021
Q4 		– Sell
-9,561
Closed -$659K – 572
2021
Q3 		$659K Hold
9,561
– – 0.02% 292
2021
Q2 		$659K Hold
9,561
– – 0.02% 293
2021
Q1 		$598K Hold
9,561
– – 0.02% 293
2020
Q4 		$556K Hold
9,561
– – 0.02% 251
2020
Q3 		$401K Buy
9,561
+4,613
+93% +$186K 0.02% 254
2020
Q2 		$679K Sell
4,948
-19,872
-80% -$675K 0.03% 211
2020
Q1 		$759K Buy
+24,820
New +$851K 0.04% 207

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

EP Wealth Advisors sold out of Altair Engineering Inc (ALTR) in Q4 2021, closing a stake of 9,561 shares — an estimated $659K sold.

EP Wealth Advisors first reported a position in ALTR in Q1 2020 and held it in 7 quarters. The position peaked at $759K in Q1 2020. 176 funds tracked by Wall St. Rank hold ALTR as of Q4 2021.

  • EP Wealth Advisors reported no remaining Altair Engineering Inc position as of Q4 2021 after selling out during the quarter.
  • EP Wealth Advisors sold 9,561 Altair Engineering Inc shares in Q4 2021, an estimated $659K.
  • EP Wealth Advisors first reported a position in Altair Engineering Inc in Q1 2020 and held it in 7 quarters.
  • EP Wealth Advisors's Altair Engineering Inc position peaked at $759K in Q1 2020.
  • 176 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q4 2021.

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