TWA
ALTR

TCI Wealth Advisors’s Altair Engineering Inc ALTR Stock Holding History

TCI Wealth Advisors’s Portfolio ALTR Stock Details ALTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-199
Closed -$9K – 2679
2022
Q3 		$9K Buy
199
+97
+95% +$5.08K ﹤0.01% 1112
2022
Q2 		$5K Buy
102
+41
+67% +$2.24K ﹤0.01% 1556
2022
Q1 		$4K Sell
61
-89
-59% -$5.61K ﹤0.01% 1818
2021
Q4 		$12K Buy
150
+70
+88% +$5.24K ﹤0.01% 1058
2021
Q3 		$6K Hold
80
– – ﹤0.01% 1530
2021
Q2 		$6K Buy
80
+47
+142% +$3.08K ﹤0.01% 1380
2021
Q1 		$2K Buy
+33
New +$2.02K ﹤0.01% 1939

Other funds holding ALTR

MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCI Wealth Advisors's ALTR Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Altair Engineering Inc (ALTR) in Q4 2022, closing a stake of 199 shares — an estimated $9K sold.

TCI Wealth Advisors first reported a position in ALTR in Q1 2021 and held it in 7 quarters. The position peaked at $12K in Q4 2021. 173 funds tracked by Wall St. Rank hold ALTR as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Altair Engineering Inc position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 199 Altair Engineering Inc shares in Q4 2022, an estimated $9K.
  • TCI Wealth Advisors first reported a position in Altair Engineering Inc in Q1 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Altair Engineering Inc position peaked at $12K in Q4 2021.
  • 173 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.