PCP
ALTA

Proficio Capital Partners’s Altabancorp ALTA Stock Holding History

Proficio Capital Partners’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
-155
Closed -$4K – 2148
2019
Q1 		$4K Buy
+155
New +$4.49K ﹤0.01% 1209

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DAM
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CF
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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
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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

Proficio Capital Partners's ALTA Position: Q2 2019 in Review

Proficio Capital Partners sold out of Altabancorp (ALTA) in Q2 2019, closing a stake of 155 shares — an estimated $4K sold.

Proficio Capital Partners first reported a position in ALTA in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 84 funds tracked by Wall St. Rank hold ALTA as of Q2 2019.

  • Proficio Capital Partners reported no remaining Altabancorp position as of Q2 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 155 Altabancorp shares in Q2 2019, an estimated $4K.
  • Proficio Capital Partners first reported a position in Altabancorp in Q1 2019 and held it in 1 quarter.
  • Proficio Capital Partners's Altabancorp position peaked at $4K in Q1 2019.
  • 84 funds tracked by Wall St. Rank held Altabancorp as of Q2 2019.

Based on Proficio Capital Partners's 13F filing for Q2 2019, filed 13 Aug 2019.