S
ALTA

SignatureFD’s Altabancorp ALTA Stock Holding History

SignatureFD’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
2021
Q3 		– Sell
-63
Closed -$3K – 3294
2021
Q2 		$3K Buy
+63
New +$2.75K ﹤0.01% 2526

Other funds holding ALTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

SignatureFD's ALTA Position: Q3 2021 in Review

SignatureFD sold out of Altabancorp (ALTA) in Q3 2021, closing a stake of 63 shares — an estimated $3K sold.

SignatureFD first reported a position in ALTA in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 88 funds tracked by Wall St. Rank hold ALTA as of Q3 2021.

  • SignatureFD reported no remaining Altabancorp position as of Q3 2021 after selling out during the quarter.
  • SignatureFD sold 63 Altabancorp shares in Q3 2021, an estimated $3K.
  • SignatureFD first reported a position in Altabancorp in Q2 2021 and held it in 1 quarter.
  • SignatureFD's Altabancorp position peaked at $3K in Q2 2021.
  • 88 funds tracked by Wall St. Rank held Altabancorp as of Q3 2021.

Based on SignatureFD's 13F filing for Q3 2021, filed 28 Oct 2021.