Osaic Holdings
ALTA

Osaic Holdings’s Altabancorp ALTA Stock Holding History

Osaic 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
2021
Q4 		– Sell
-7
Closed – – 7873
2021
Q3 		$0 Hold
7
– – ﹤0.01% 7484
2021
Q2 		$0 Sell
7
-1,500
-100% -$65.5K ﹤0.01% 7274
2021
Q1 		$63K Hold
1,507
– – ﹤0.01% 4713
2020
Q4 		$42K Hold
1,507
– – ﹤0.01% 4685
2020
Q3 		$30K Buy
1,507
+7
+0.5% +$142 ﹤0.01% 4675
2020
Q2 		$34K Hold
1,500
– – ﹤0.01% 4457
2020
Q1 		$29K Buy
+1,500
New +$37.5K ﹤0.01% 4403

Osaic Holdings's ALTA Position: Q4 2021 in Review

Osaic Holdings sold out of Altabancorp (ALTA) in Q4 2021, closing a stake of 7 shares.

Osaic Holdings first reported a position in ALTA in Q1 2020 and held it in 7 quarters. The position peaked at $63K in Q1 2021. 0 funds tracked by Wall St. Rank hold ALTA as of Q4 2021.

  • Osaic Holdings reported no remaining Altabancorp position as of Q4 2021 after selling out during the quarter.
  • Osaic Holdings sold 7 Altabancorp shares in Q4 2021.
  • Osaic Holdings first reported a position in Altabancorp in Q1 2020 and held it in 7 quarters.
  • Osaic Holdings's Altabancorp position peaked at $63K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held Altabancorp as of Q4 2021.

Based on Osaic Holdings's 13F filing for Q4 2021, filed 3 Feb 2022.