Soltis Investment Advisors’s Altabancorp ALTA Stock Holding History

Soltis Investment Advisors’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 Q4	–	Sell	-188,391	Closed	-$8.32M	–	273
2021 Q3	$8.32M	Sell	188,391 -2,500	-1%	-$104K	1.29%	16
2021 Q2	$8.27M	Sell	190,891 -114	-0.1%	-$4.98K	1.31%	13
2021 Q1	$8.03M	Sell	191,005 -66,449	-26%	-$2.34M	1.46%	12
2020 Q4	$7.19M	Sell	257,454 -6,788	-3%	-$172K	1.33%	13
2020 Q3	$5.32M	Sell	264,242 -40	-0%	-$814	1.25%	19
2020 Q2	$5.94M	Sell	264,282 -5,289	-2%	-$109K	1.54%	17
2020 Q1	$5.22M	Buy	269,571 +222	+0.1%	+$5.55K	1.62%	15
2019 Q4	$8.11M	Buy	+269,349	New	+$7.9M	1.56%	15

Soltis Investment Advisors's ALTA Position: Q4 2021 in Review

Soltis Investment Advisors sold out of Altabancorp (ALTA) in Q4 2021, closing a stake of 188,391 shares — an estimated $8.32M sold.

Soltis Investment Advisors first reported a position in ALTA in Q4 2019 and held it in 8 quarters. The position peaked at $8.32M in Q3 2021. 0 funds tracked by Wall St. Rank hold ALTA as of Q4 2021.

Soltis Investment Advisors reported no remaining Altabancorp position as of Q4 2021 after selling out during the quarter.
Soltis Investment Advisors sold 188,391 Altabancorp shares in Q4 2021, an estimated $8.32M.
Soltis Investment Advisors first reported a position in Altabancorp in Q4 2019 and held it in 8 quarters.
Soltis Investment Advisors's Altabancorp position peaked at $8.32M in Q3 2021.
0 funds tracked by Wall St. Rank held Altabancorp as of Q4 2021.

Based on Soltis Investment Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.