Ohio Public Employees Retirement System (OPERS)
ALTA

Ohio Public Employees Retirement System (OPERS)’s Altabancorp ALTA Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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
2021
Q2 		– Sell
-2,592
Closed -$109K – 2039
2021
Q1 		$109K Hold
2,592
– – ﹤0.01% 1641
2020
Q4 		$72K Hold
2,592
– – ﹤0.01% 1697
2020
Q3 		$52K Hold
2,592
– – ﹤0.01% 1697
2020
Q2 		$58K Hold
2,592
– – ﹤0.01% 1644
2020
Q1 		$50K Buy
2,592
+545
+27% +$13.6K ﹤0.01% 1598
2019
Q4 		$62K Buy
2,047
+663
+48% +$19.4K ﹤0.01% 1680
2019
Q3 		$39K Hold
1,384
– – ﹤0.01% 1875
2019
Q2 		$41K Hold
1,384
– – ﹤0.01% 1860
2019
Q1 		$36K Hold
1,384
– – ﹤0.01% 1854
2018
Q4 		$42K Hold
1,384
– – ﹤0.01% 1699
2018
Q3 		$47K Hold
1,384
– – ﹤0.01% 1796
2018
Q2 		$49K Hold
1,384
– – ﹤0.01% 1812
2018
Q1 		$45K Hold
1,384
– – ﹤0.01% 1811
2017
Q4 		$42K Hold
1,384
– – ﹤0.01% 1832
2017
Q3 		$45K Buy
+1,384
New +$38.6K ﹤0.01% 1807

Other funds holding ALTA

BlackRock
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS)'s ALTA Position: Q2 2021 in Review

Ohio Public Employees Retirement System (OPERS) sold out of Altabancorp (ALTA) in Q2 2021, closing a stake of 2,592 shares — an estimated $109K sold.

Ohio Public Employees Retirement System (OPERS) first reported a position in ALTA in Q3 2017 and held it in 15 quarters. The position peaked at $109K in Q1 2021. 92 funds tracked by Wall St. Rank hold ALTA as of Q2 2021.

  • Ohio Public Employees Retirement System (OPERS) reported no remaining Altabancorp position as of Q2 2021 after selling out during the quarter.
  • Ohio Public Employees Retirement System (OPERS) sold 2,592 Altabancorp shares in Q2 2021, an estimated $109K.
  • Ohio Public Employees Retirement System (OPERS) first reported a position in Altabancorp in Q3 2017 and held it in 15 quarters.
  • Ohio Public Employees Retirement System (OPERS)'s Altabancorp position peaked at $109K in Q1 2021.
  • 92 funds tracked by Wall St. Rank held Altabancorp as of Q2 2021.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q2 2021, filed 16 Aug 2021.