NFG
ALTA

Next Financial Group’s Altabancorp ALTA Stock Holding History

Next Financial Group’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
2019
Q4 		– Sell
-118
Closed -$3K – 2579
2019
Q3 		$3K Buy
118
+40
+51% +$1.14K ﹤0.01% 2068
2019
Q2 		$2K Hold
78
– – ﹤0.01% 2172
2019
Q1 		$2K Buy
+78
New +$2.26K ﹤0.01% 1512

Other funds holding ALTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
CF
Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Next Financial Group's ALTA Position: Q4 2019 in Review

Next Financial Group sold out of Altabancorp (ALTA) in Q4 2019, closing a stake of 118 shares — an estimated $3K sold.

Next Financial Group first reported a position in ALTA in Q1 2019 and held it in 3 quarters. The position peaked at $3K in Q3 2019. 82 funds tracked by Wall St. Rank hold ALTA as of Q4 2019.

  • Next Financial Group reported no remaining Altabancorp position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 118 Altabancorp shares in Q4 2019, an estimated $3K.
  • Next Financial Group first reported a position in Altabancorp in Q1 2019 and held it in 3 quarters.
  • Next Financial Group's Altabancorp position peaked at $3K in Q3 2019.
  • 82 funds tracked by Wall St. Rank held Altabancorp as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.