Keeler Thomas Management’s Altabancorp ALTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-18,943
| Closed | -$836K | – | 75 |
|
|
2021
Q3 | $836K | Hold |
18,943
| – | – | 0.4% | 54 |
|
|
2021
Q2 | $820K | Sell |
18,943
-885
| -4% | -$38.6K | 0.4% | 54 |
|
|
2021
Q1 | $833K | Sell |
19,828
-717
| -3% | -$25.3K | 0.44% | 52 |
|
|
2020
Q4 | $573K | Hold |
20,545
| – | – | 0.32% | 57 |
|
|
2020
Q3 | $413K | Hold |
20,545
| – | – | 0.26% | 57 |
|
|
2020
Q2 | $461K | Hold |
20,545
| – | – | 0.33% | 55 |
|
|
2020
Q1 | $397K | Sell |
20,545
-6,120
| -23% | -$153K | 0.46% | 47 |
|
|
2019
Q4 | $803K | Sell |
26,665
-1,810
| -6% | -$53.1K | 0.57% | 46 |
|
|
2019
Q3 | $805K | Hold |
28,475
| – | – | 0.62% | 44 |
|
|
2019
Q2 | $837K | Sell |
28,475
-1,880
| -6% | -$54K | 0.67% | 41 |
|
|
2019
Q1 | $800K | Sell |
30,355
-837
| -3% | -$24.3K | 0.67% | 41 |
|
|
2018
Q4 | $940K | Hold |
31,192
| – | – | 1.09% | 28 |
|
|
2018
Q3 | $1.06M | Hold |
31,192
| – | – | 0.88% | 35 |
|
|
2018
Q2 | $1.11M | Hold |
31,192
| – | – | 1.03% | 29 |
|
|
2018
Q1 | $1.01M | Sell |
31,192
-9,000
| -22% | -$283K | 1% | 27 |
|
|
2017
Q4 | $1.22M | Buy |
+40,192
| New | +$1.26M | 1.12% | 23 |
|
Keeler Thomas Management's ALTA Position: Q4 2021 in Review
Keeler Thomas Management sold out of Altabancorp (ALTA) in Q4 2021, closing a stake of 18,943 shares — an estimated $836K sold.
Keeler Thomas Management first reported a position in ALTA in Q4 2017 and held it in 16 quarters. The position peaked at $1.22M in Q4 2017. 0 funds tracked by Wall St. Rank hold ALTA as of Q4 2021.
- Keeler Thomas Management reported no remaining Altabancorp position as of Q4 2021 after selling out during the quarter.
- Keeler Thomas Management sold 18,943 Altabancorp shares in Q4 2021, an estimated $836K.
- Keeler Thomas Management first reported a position in Altabancorp in Q4 2017 and held it in 16 quarters.
- Keeler Thomas Management's Altabancorp position peaked at $1.22M in Q4 2017.
- 0 funds tracked by Wall St. Rank held Altabancorp as of Q4 2021.
Based on Keeler Thomas Management's 13F filing for Q4 2021, filed 24 Jan 2022.