IndexIQ Advisors’s Altabancorp ALTA Stock Holding History

IndexIQ 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 Q3	–	Sell	-9,623	Closed	-$417K	–	1156
2021 Q2	$417K	Buy	9,623 +21	+0.2%	+$917	0.01%	641
2021 Q1	$404K	Buy	+9,602	New	+$338K	0.01%	613

Other funds holding ALTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

IndexIQ Advisors's ALTA Position: Q3 2021 in Review

IndexIQ Advisors sold out of Altabancorp (ALTA) in Q3 2021, closing a stake of 9,623 shares — an estimated $417K sold.

IndexIQ Advisors first reported a position in ALTA in Q1 2021 and held it in 2 quarters. The position peaked at $417K in Q2 2021. 88 funds tracked by Wall St. Rank hold ALTA as of Q3 2021.

IndexIQ Advisors reported no remaining Altabancorp position as of Q3 2021 after selling out during the quarter.
IndexIQ Advisors sold 9,623 Altabancorp shares in Q3 2021, an estimated $417K.
IndexIQ Advisors first reported a position in Altabancorp in Q1 2021 and held it in 2 quarters.
IndexIQ Advisors's Altabancorp position peaked at $417K in Q2 2021.
88 funds tracked by Wall St. Rank held Altabancorp as of Q3 2021.

Based on IndexIQ Advisors's 13F filing for Q3 2021, filed 10 Nov 2021.