TWM
ALTR

Tradition Wealth Management’s Altair Engineering Inc ALTR Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-947
Closed -$80K – 1237
2023
Q4 		$80K Hold
947
– – 0.01% 524
2023
Q3 		$59K Hold
947
– – 0.01% 563
2023
Q2 		$72K Hold
947
– – 0.01% 536
2023
Q1 		$68K Hold
947
– – 0.01% 539
2022
Q4 		$43K Hold
947
– – 0.01% 573
2022
Q3 		$42K Buy
+947
New +$49.6K 0.01% 554

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Tradition Wealth Management's ALTR Position: Q1 2024 in Review

Tradition Wealth Management sold out of Altair Engineering Inc (ALTR) in Q1 2024, closing a stake of 947 shares — an estimated $80K sold.

Tradition Wealth Management first reported a position in ALTR in Q3 2022 and held it in 6 quarters. The position peaked at $80K in Q4 2023. 233 funds tracked by Wall St. Rank hold ALTR as of Q1 2024.

  • Tradition Wealth Management reported no remaining Altair Engineering Inc position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 947 Altair Engineering Inc shares in Q1 2024, an estimated $80K.
  • Tradition Wealth Management first reported a position in Altair Engineering Inc in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Altair Engineering Inc position peaked at $80K in Q4 2023.
  • 233 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.