VWM
ALTG icon

Venturi Wealth Management’s Alta Equipment Group ALTG Stock Holding History

Venturi Wealth Management’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-669
Closed -$4.51K – 1926
2024
Q3 		$4.51K Buy
+669
New +$5.14K ﹤0.01% 1470

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's ALTG Position: Q4 2024 in Review

Venturi Wealth Management sold out of Alta Equipment Group (ALTG) in Q4 2024, closing a stake of 669 shares — an estimated $4.51K sold.

Venturi Wealth Management first reported a position in ALTG in Q3 2024 and held it in 1 quarter. The position peaked at $4.51K in Q3 2024. 103 funds tracked by Wall St. Rank hold ALTG as of Q4 2024.

  • Venturi Wealth Management reported no remaining Alta Equipment Group position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 669 Alta Equipment Group shares in Q4 2024, an estimated $4.51K.
  • Venturi Wealth Management first reported a position in Alta Equipment Group in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Alta Equipment Group position peaked at $4.51K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Alta Equipment Group as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.