Stockman Wealth Management’s Altabancorp ALTA Stock Holding History

Stockman Wealth Management’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	-5,100	Closed	-$225K	–	213
2021 Q3	$225K	Hold	5,100	–	–	0.05%	185
2021 Q2	$221K	Hold	5,100	–	–	0.05%	182
2021 Q1	$214K	Buy	+5,100	New	+$180K	0.06%	173

Stockman Wealth Management's ALTA Position: Q4 2021 in Review

Stockman Wealth Management sold out of Altabancorp (ALTA) in Q4 2021, closing a stake of 5,100 shares — an estimated $225K sold.

Stockman Wealth Management first reported a position in ALTA in Q1 2021 and held it in 3 quarters. The position peaked at $225K in Q3 2021. 0 funds tracked by Wall St. Rank hold ALTA as of Q4 2021.

Stockman Wealth Management reported no remaining Altabancorp position as of Q4 2021 after selling out during the quarter.
Stockman Wealth Management sold 5,100 Altabancorp shares in Q4 2021, an estimated $225K.
Stockman Wealth Management first reported a position in Altabancorp in Q1 2021 and held it in 3 quarters.
Stockman Wealth Management's Altabancorp position peaked at $225K in Q3 2021.
0 funds tracked by Wall St. Rank held Altabancorp as of Q4 2021.

Based on Stockman Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.