PCM
ALTA

Prelude Capital Management’s Altabancorp ALTA Stock Holding History

Prelude Capital Management’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
2019
Q2 		– Sell
-266
Closed -$7K – 2294
2019
Q1 		$7K Buy
+266
New +$7.71K ﹤0.01% 1607

Other funds holding ALTA

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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prelude Capital Management's ALTA Position: Q2 2019 in Review

Prelude Capital Management sold out of Altabancorp (ALTA) in Q2 2019, closing a stake of 266 shares — an estimated $7K sold.

Prelude Capital Management first reported a position in ALTA in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 84 funds tracked by Wall St. Rank hold ALTA as of Q2 2019.

  • Prelude Capital Management reported no remaining Altabancorp position as of Q2 2019 after selling out during the quarter.
  • Prelude Capital Management sold 266 Altabancorp shares in Q2 2019, an estimated $7K.
  • Prelude Capital Management first reported a position in Altabancorp in Q1 2019 and held it in 1 quarter.
  • Prelude Capital Management's Altabancorp position peaked at $7K in Q1 2019.
  • 84 funds tracked by Wall St. Rank held Altabancorp as of Q2 2019.

Based on Prelude Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.