NFH
ALTA

NEXT Financial Holdings’s Altabancorp ALTA Stock Holding History

NEXT Financial Holdings’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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NEXT Financial Holdings's ALTA Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Altabancorp (ALTA) in Q1 2019: 78 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1512 among its holdings.

84 funds tracked by Wall St. Rank hold ALTA as of Q1 2019.

  • NEXT Financial Holdings held 78 shares of Altabancorp worth $2K as of Q1 2019.
  • Altabancorp was a new NEXT Financial Holdings position in Q1 2019.
  • Altabancorp made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1512 holding.
  • 84 funds tracked by Wall St. Rank held Altabancorp as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.