PFGIA
ALTR

Patriot Financial Group Insurance Agency’s Altair Engineering Inc ALTR Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-17
Closed -$1K – 2027
2022
Q2 		$1K Sell
17
-3
-15% -$164 ﹤0.01% 1975
2022
Q1 		$1K Hold
20
– – ﹤0.01% 2003
2021
Q4 		$2K Hold
20
– – ﹤0.01% 1990
2021
Q3 		$1K Buy
20
+3
+18% +$214 ﹤0.01% 2109
2021
Q2 		$1K Hold
17
– – ﹤0.01% 2036
2021
Q1 		$1K Hold
17
– – ﹤0.01% 1939
2020
Q4 		$1K Hold
17
– – ﹤0.01% 1816
2020
Q3 		$1K Hold
17
– – ﹤0.01% 1633
2020
Q2 		$1K Buy
+17
New +$578 ﹤0.01% 1613

Other funds holding ALTR

MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ALTR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Altair Engineering Inc (ALTR) in Q3 2022, closing a stake of 17 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in ALTR in Q2 2020 and held it in 9 quarters. The position peaked at $2K in Q4 2021. 177 funds tracked by Wall St. Rank hold ALTR as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Altair Engineering Inc position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 17 Altair Engineering Inc shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Altair Engineering Inc in Q2 2020 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's Altair Engineering Inc position peaked at $2K in Q4 2021.
  • 177 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.