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Gradient Investments’s Alta Equipment Group ALTG Stock Holding History

Gradient Investments’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$1K – 1143
2021
Q1 		$1K Hold
100
– – ﹤0.01% 1049
2020
Q4 		$1K Hold
100
– – ﹤0.01% 1009
2020
Q3 		$1K Buy
+100
New +$794 ﹤0.01% 1014

Other funds holding ALTG

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Gradient Investments's ALTG Position: Q2 2021 in Review

Gradient Investments sold out of Alta Equipment Group (ALTG) in Q2 2021, closing a stake of 100 shares — an estimated $1K sold.

Gradient Investments first reported a position in ALTG in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 72 funds tracked by Wall St. Rank hold ALTG as of Q2 2021.

  • Gradient Investments reported no remaining Alta Equipment Group position as of Q2 2021 after selling out during the quarter.
  • Gradient Investments sold 100 Alta Equipment Group shares in Q2 2021, an estimated $1K.
  • Gradient Investments first reported a position in Alta Equipment Group in Q3 2020 and held it in 3 quarters.
  • Gradient Investments's Alta Equipment Group position peaked at $1K in Q1 2021.
  • 72 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2021.

Based on Gradient Investments's 13F filing for Q2 2021, filed 12 Jul 2021.