OFS
ALTR

OneAscent Financial Services’s Altair Engineering Inc ALTR Stock Holding History

OneAscent Financial Services’s Portfolio ALTR Stock Details ALTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,551
Closed -$224K – 204
2019
Q2 		$224K Buy
+5,551
New +$208K 0.15% 165

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PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

OneAscent Financial Services's ALTR Position: Q3 2019 in Review

OneAscent Financial Services sold out of Altair Engineering Inc (ALTR) in Q3 2019, closing a stake of 5,551 shares — an estimated $224K sold.

OneAscent Financial Services first reported a position in ALTR in Q2 2019 and held it in 1 quarter. The position peaked at $224K in Q2 2019. 124 funds tracked by Wall St. Rank hold ALTR as of Q3 2019.

  • OneAscent Financial Services reported no remaining Altair Engineering Inc position as of Q3 2019 after selling out during the quarter.
  • OneAscent Financial Services sold 5,551 Altair Engineering Inc shares in Q3 2019, an estimated $224K.
  • OneAscent Financial Services first reported a position in Altair Engineering Inc in Q2 2019 and held it in 1 quarter.
  • OneAscent Financial Services's Altair Engineering Inc position peaked at $224K in Q2 2019.
  • 124 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q3 2019.

Based on OneAscent Financial Services's 13F filing for Q3 2019, filed 15 Nov 2019.