IAA
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Independent Advisor Alliance’s Altimmune ALT Stock Holding History

Independent Advisor Alliance’s Portfolio ALT Stock Details ALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,145
Closed -$62.3K – 1348
2024
Q3 		$62.3K Sell
10,145
-11,055
-52% -$74.9K ﹤0.01% 689
2024
Q2 		$141K Sell
21,200
-800
-4% -$5.9K ﹤0.01% 671
2024
Q1 		$224K Buy
22,000
+12,000
+120% +$122K 0.01% 638
2023
Q4 		$113K Buy
+10,000
New +$41.8K ﹤0.01% 656

Other funds holding ALT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Knoll Capital Management Miami, Florida $180M AUM 66.11% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Advisor Alliance's ALT Position: Q4 2024 in Review

Independent Advisor Alliance sold out of Altimmune (ALT) in Q4 2024, closing a stake of 10,145 shares — an estimated $62.3K sold.

Independent Advisor Alliance first reported a position in ALT in Q4 2023 and held it in 4 quarters. The position peaked at $224K in Q1 2024. 182 funds tracked by Wall St. Rank hold ALT as of Q4 2024.

  • Independent Advisor Alliance reported no remaining Altimmune position as of Q4 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,145 Altimmune shares in Q4 2024, an estimated $62.3K.
  • Independent Advisor Alliance first reported a position in Altimmune in Q4 2023 and held it in 4 quarters.
  • Independent Advisor Alliance's Altimmune position peaked at $224K in Q1 2024.
  • 182 funds tracked by Wall St. Rank held Altimmune as of Q4 2024.

Based on Independent Advisor Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.