SWM
AIMC

Strategic Wealth Management’s Altra Industrial Motion Corp AIMC Stock Holding History

Strategic Wealth Management’s Portfolio AIMC Stock Details AIMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$721K Buy
13,977
+3,300
+31% +$181K 0.36% 63
2021
Q3 		$591K Buy
10,677
+1,377
+15% +$82.2K 0.31% 62
2021
Q2 		$605K Buy
9,300
+2,460
+36% +$156K 0.33% 59
2021
Q1 		$378K Buy
+6,840
New +$398K 0.23% 57

Other funds holding AIMC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Strategic Wealth Management's AIMC Position: Q4 2021 in Review

Strategic Wealth Management increased its Altra Industrial Motion Corp (AIMC) stake by 31% in Q4 2021, buying an estimated $181K and bringing the position to 13,977 shares worth $721K. The position accounts for 0.36% of the portfolio, ranked #63.

Strategic Wealth Management first reported a position in AIMC in Q1 2021 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold AIMC as of Q4 2021.

  • Strategic Wealth Management held 13,977 shares of Altra Industrial Motion Corp worth $721K as of Q4 2021.
  • Strategic Wealth Management bought 3,300 Altra Industrial Motion Corp shares in Q4 2021, an estimated $181K.
  • Altra Industrial Motion Corp made up 0.36% of Strategic Wealth Management's portfolio in Q4 2021, its #63 holding.
  • Strategic Wealth Management first reported a position in Altra Industrial Motion Corp in Q1 2021 and has held it in 4 quarters since.
  • 230 funds tracked by Wall St. Rank held Altra Industrial Motion Corp as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.