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Pacific Capital Wealth Advisors’s Altimmune ALT Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio ALT Stock Details ALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,388
Closed -$10K – 98
2024
Q4 		$10K Hold
1,388
– – ﹤0.01% 272
2024
Q3 		$8.52K Buy
+1,388
New +$9.4K ﹤0.01% 311

Other funds holding ALT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
KCM
Knoll Capital Management Miami, Florida $180M AUM 66.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pacific Capital Wealth Advisors's ALT Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Altimmune (ALT) in Q1 2025, closing a stake of 1,388 shares — an estimated $10K sold.

Pacific Capital Wealth Advisors first reported a position in ALT in Q3 2024 and held it in 2 quarters. The position peaked at $10K in Q4 2024. 176 funds tracked by Wall St. Rank hold ALT as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Altimmune position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1,388 Altimmune shares in Q1 2025, an estimated $10K.
  • Pacific Capital Wealth Advisors first reported a position in Altimmune in Q3 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Altimmune position peaked at $10K in Q4 2024.
  • 176 funds tracked by Wall St. Rank held Altimmune as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.