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Raymond James Financial Services Advisors’s Alta Equipment Group ALTG Stock Holding History

Raymond James Financial Services Advisors’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-12,402
Closed -$165K – 3294
2021
Q2 		$165K Buy
+12,402
New +$169K ﹤0.01% 3056

Other funds holding ALTG

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Raymond James Financial Services Advisors's ALTG Position: Q3 2021 in Review

Raymond James Financial Services Advisors sold out of Alta Equipment Group (ALTG) in Q3 2021, closing a stake of 12,402 shares — an estimated $165K sold.

Raymond James Financial Services Advisors first reported a position in ALTG in Q2 2021 and held it in 1 quarter. The position peaked at $165K in Q2 2021. 75 funds tracked by Wall St. Rank hold ALTG as of Q3 2021.

  • Raymond James Financial Services Advisors reported no remaining Alta Equipment Group position as of Q3 2021 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 12,402 Alta Equipment Group shares in Q3 2021, an estimated $165K.
  • Raymond James Financial Services Advisors first reported a position in Alta Equipment Group in Q2 2021 and held it in 1 quarter.
  • Raymond James Financial Services Advisors's Alta Equipment Group position peaked at $165K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held Alta Equipment Group as of Q3 2021.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.