JP Morgan Private Wealth Advisors’s Altair Engineering Inc ALTR Stock Holding History

JP Morgan Private 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
2023 Q3	$208K	Sell	3,323 -873	-21%	-$58.7K	﹤0.01%	1623
2023 Q2	$318K	Sell	4,196 -5,936	-59%	-$424K	﹤0.01%	1221
2023 Q1	$731K	Buy	10,132 +2,578	+34%	+$152K	﹤0.01%	1317
2022 Q4	$343K	Sell	7,554 -178	-2%	-$8.33K	﹤0.01%	1610
2022 Q3	$342K	Sell	7,732 -890	-10%	-$46.6K	﹤0.01%	1603
2022 Q2	$453K	Sell	8,622 -818	-9%	-$44.7K	﹤0.01%	1494
2022 Q1	$608K	Sell	9,440 -55	-0.6%	-$3.47K	﹤0.01%	1448
2021 Q4	$734K	Buy	9,495 +1,640	+21%	+$123K	﹤0.01%	1390
2021 Q3	$542K	Hold	7,855	–	–	﹤0.01%	1468
2021 Q2	$542K	Sell	7,855 -603	-7%	-$39.5K	﹤0.01%	1451
2021 Q1	$529K	Buy	8,458 +585	+7%	+$35.8K	﹤0.01%	1290
2020 Q4	$458K	Buy	7,873 +33	+0.4%	+$1.66K	﹤0.01%	1322
2020 Q3	$329K	Buy	7,840 +180	+2%	+$7.24K	﹤0.01%	1326
2020 Q2	$304K	Buy	+7,660	New	+$260K	﹤0.01%	1300

Other funds holding ALTR

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ALTR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Altair Engineering Inc (ALTR) stake by 21% in Q3 2023, selling an estimated $58.7K and leaving 3,323 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

JP Morgan Private Wealth Advisors first reported a position in ALTR in Q2 2020 and has held it in 14 quarters since. The position peaked at $734K in Q4 2021. 194 funds tracked by Wall St. Rank hold ALTR as of Q3 2023.

JP Morgan Private Wealth Advisors held 3,323 shares of Altair Engineering Inc worth $208K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 873 Altair Engineering Inc shares in Q3 2023, an estimated $58.7K.
Altair Engineering Inc made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1623 holding.
JP Morgan Private Wealth Advisors first reported a position in Altair Engineering Inc in Q2 2020 and has held it in 14 quarters since.
JP Morgan Private Wealth Advisors's Altair Engineering Inc position peaked at $734K in Q4 2021.
194 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.