UBS AM’s Altabancorp ALTA Stock Holding History

UBS AM’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	-5,953	Closed	-$263K	–	2957
2021 Q3	$263K	Hold	5,953	–	–	﹤0.01%	2647
2021 Q2	$258K	Buy	5,953 +1,043	+21%	+$45.5K	﹤0.01%	2672
2021 Q1	$206K	Buy	+4,910	New	+$173K	﹤0.01%	2563

UBS AM's ALTA Position: Q4 2021 in Review

UBS AM sold out of Altabancorp (ALTA) in Q4 2021, closing a stake of 5,953 shares — an estimated $263K sold.

UBS AM first reported a position in ALTA in Q1 2021 and held it in 3 quarters. The position peaked at $263K in Q3 2021. 0 funds tracked by Wall St. Rank hold ALTA as of Q4 2021.

UBS AM reported no remaining Altabancorp position as of Q4 2021 after selling out during the quarter.
UBS AM sold 5,953 Altabancorp shares in Q4 2021, an estimated $263K.
UBS AM first reported a position in Altabancorp in Q1 2021 and held it in 3 quarters.
UBS AM's Altabancorp position peaked at $263K in Q3 2021.
0 funds tracked by Wall St. Rank held Altabancorp as of Q4 2021.

Based on UBS AM's 13F filing for Q4 2021, filed 14 Feb 2022.