EWA
ALTR

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

EverSource 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
2025
Q1 		– Sell
-208
Closed -$22.7K – 4191
2024
Q4 		$22.7K Buy
208
+5
+2% +$516 ﹤0.01% 1553
2024
Q3 		$19.4K Buy
203
+101
+99% +$9.17K ﹤0.01% 1508
2024
Q2 		$9.01K Buy
102
+22
+28% +$1.94K ﹤0.01% 1910
2024
Q1 		$6.44K Buy
80
+73
+1,043% +$6.2K ﹤0.01% 1922
2023
Q4 		$589 Buy
+7
New +$487 ﹤0.01% 2496
2023
Q3 		– Sell
-7
Closed -$531 – 2684
2023
Q2 		$531 Buy
+7
New +$501 ﹤0.01% 2344
2022
Q4 		– Sell
-250
Closed -$11K – 2445
2022
Q3 		$11K Hold
250
– – ﹤0.01% 1116
2022
Q2 		$13K Hold
250
– – ﹤0.01% 974
2022
Q1 		$16K Hold
250
– – ﹤0.01% 803
2021
Q4 		$19K Buy
+250
New +$18.7K 0.01% 722

Other funds holding ALTR

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

EverSource Wealth Advisors's ALTR Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Altair Engineering Inc (ALTR) in Q1 2025, closing a stake of 208 shares — an estimated $22.7K sold.

EverSource Wealth Advisors first reported a position in ALTR in Q4 2021 and held it in 10 quarters. The position peaked at $22.7K in Q4 2024. 3 funds tracked by Wall St. Rank hold ALTR as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Altair Engineering Inc position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 208 Altair Engineering Inc shares in Q1 2025, an estimated $22.7K.
  • EverSource Wealth Advisors first reported a position in Altair Engineering Inc in Q4 2021 and held it in 10 quarters.
  • EverSource Wealth Advisors's Altair Engineering Inc position peaked at $22.7K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.