PWMG
ALTR

Private Wealth Management Group’s Altair Engineering Inc ALTR Stock Holding History

Private Wealth Management Group’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
2025
Q1 		– Sell
-30
Closed -$3.27K – 1605
2024
Q4 		$3.27K Hold
30
– – ﹤0.01% 911
2024
Q3 		$2.87K Hold
30
– – ﹤0.01% 941
2024
Q2 		$2.94K Hold
30
– – ﹤0.01% 917
2024
Q1 		$2.58K Hold
30
– – ﹤0.01% 862
2023
Q4 		$2.52K Buy
+30
New +$2.09K ﹤0.01% 878

Other funds holding ALTR

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Private Wealth Management Group's ALTR Position: Q1 2025 in Review

Private Wealth Management Group sold out of Altair Engineering Inc (ALTR) in Q1 2025, closing a stake of 30 shares — an estimated $3.27K sold.

Private Wealth Management Group first reported a position in ALTR in Q4 2023 and held it in 5 quarters. The position peaked at $3.27K in Q4 2024. 3 funds tracked by Wall St. Rank hold ALTR as of Q1 2025.

  • Private Wealth Management Group reported no remaining Altair Engineering Inc position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 30 Altair Engineering Inc shares in Q1 2025, an estimated $3.27K.
  • Private Wealth Management Group first reported a position in Altair Engineering Inc in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Altair Engineering Inc position peaked at $3.27K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.