Meeder Asset Management’s Altabancorp ALTA Stock Holding History

Meeder Asset Management’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
2020 Q2	–	Sell	-604	Closed	-$12K	–	2657
2020 Q1	$12K	Hold	604	–	–	﹤0.01%	1454
2019 Q4	$18K	Buy	604 +3	+0.5%	+$88	﹤0.01%	1396
2019 Q3	$17K	Sell	601 -44	-7%	-$1.25K	﹤0.01%	1374
2019 Q2	$19K	Sell	645 -55	-8%	-$1.58K	﹤0.01%	1263
2019 Q1	$18K	Buy	+700	New	+$20.3K	﹤0.01%	1115
2018 Q2	–	Sell	-207	Closed	-$7K	–	1731
2018 Q1	$7K	Sell	207 -835	-80%	-$26.3K	﹤0.01%	1163
2017 Q4	$31K	Buy	1,042 +174	+20%	+$5.46K	﹤0.01%	807
2017 Q3	$28K	Buy	868 +191	+28%	+$5.32K	﹤0.01%	813
2017 Q2	$18K	Buy	677 +566	+510%	+$14.8K	﹤0.01%	852
2017 Q1	$3K	Buy	+111	New	+$2.88K	﹤0.01%	1303

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

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

FHC

Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Meeder Asset Management's ALTA Position: Q2 2020 in Review

Meeder Asset Management sold out of Altabancorp (ALTA) in Q2 2020, closing a stake of 604 shares — an estimated $12K sold.

Meeder Asset Management first reported a position in ALTA in Q1 2017 and held it in 10 quarters. The position peaked at $31K in Q4 2017. 67 funds tracked by Wall St. Rank hold ALTA as of Q2 2020.

Meeder Asset Management reported no remaining Altabancorp position as of Q2 2020 after selling out during the quarter.
Meeder Asset Management sold 604 Altabancorp shares in Q2 2020, an estimated $12K.
Meeder Asset Management first reported a position in Altabancorp in Q1 2017 and held it in 10 quarters.
Meeder Asset Management's Altabancorp position peaked at $31K in Q4 2017.
67 funds tracked by Wall St. Rank held Altabancorp as of Q2 2020.

Based on Meeder Asset Management's 13F filing for Q2 2020, filed 11 Aug 2020.