TCI Wealth Advisors’s Altabancorp ALTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-59
Closed -$3K 2647
2021
Q3
$3K Hold
59
﹤0.01% 2083
2021
Q2
$3K Buy
+59
New +$2.58K ﹤0.01% 1926

TCI Wealth Advisors's ALTA Position: Q4 2021 in Review

TCI Wealth Advisors sold out of Altabancorp (ALTA) in Q4 2021, closing a stake of 59 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in ALTA in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 0 funds tracked by Wall St. Rank hold ALTA as of Q4 2021.

  • TCI Wealth Advisors reported no remaining Altabancorp position as of Q4 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 59 Altabancorp shares in Q4 2021, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Altabancorp in Q2 2021 and held it in 2 quarters.
  • TCI Wealth Advisors's Altabancorp position peaked at $3K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Altabancorp as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.