Victory Capital Management
ALTA

Victory Capital Management’s Altabancorp ALTA Stock Holding History

Victory Capital Management’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
Q2 		– Sell
-20,000
Closed -$841K – 2835
2021
Q1 		$841K Sell
20,000
-20,450
-51% -$721K ﹤0.01% 1988
2020
Q4 		$1.13M Sell
40,450
-7,915
-16% -$201K ﹤0.01% 1738
2020
Q3 		$973K Buy
48,365
+1,365
+3% +$27.8K ﹤0.01% 1715
2020
Q2 		$1.06M Sell
47,000
-56,368
-55% -$1.16M ﹤0.01% 1711
2020
Q1 		$2M Buy
103,368
+48,118
+87% +$1.2M ﹤0.01% 1607
2019
Q4 		$1.66M Buy
55,250
+6,154
+13% +$180K ﹤0.01% 1576
2019
Q3 		$1.39M Buy
49,096
+3,246
+7% +$92.2K ﹤0.01% 1604
2019
Q2 		$1.35M Buy
45,850
+9,305
+25% +$267K ﹤0.01% 1240
2019
Q1 		$964K Buy
36,545
+6,751
+23% +$196K ﹤0.01% 1255
2018
Q4 		$898K Sell
29,794
-2,049
-6% -$65.3K ﹤0.01% 1248
2018
Q3 		$1.08M Hold
31,843
– – ﹤0.01% 1259
2018
Q2 		$1.14M Sell
31,843
-1,700
-5% -$58.3K ﹤0.01% 1225
2018
Q1 		$1.08M Hold
33,543
– – ﹤0.01% 1225
2017
Q4 		$1.02M Buy
33,543
+775
+2% +$24.3K ﹤0.01% 1223
2017
Q3 		$1.06M Sell
32,768
-3,531
-10% -$98.4K ﹤0.01% 1202
2017
Q2 		$973K Buy
36,299
+1,835
+5% +$48.1K ﹤0.01% 1192
2017
Q1 		$912K Sell
34,464
-4,596
-12% -$119K ﹤0.01% 1197
2016
Q4 		$1.05M Buy
39,060
+4,330
+12% +$96.8K ﹤0.01% 1113
2016
Q3 		$707K Sell
34,730
-5,400
-13% -$102K ﹤0.01% 1147
2016
Q2 		$666K Buy
40,130
+275
+0.7% +$4.58K ﹤0.01% 953
2016
Q1 		$631K Hold
39,855
– – ﹤0.01% 991
2015
Q4 		$686K Buy
39,855
+4,855
+14% +$81.4K ﹤0.01% 954
2015
Q3 		$571K Hold
35,000
– – ﹤0.01% 956
2015
Q2 		$594K Buy
+35,000
New +$584K ﹤0.01% 959

Other funds holding ALTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
CF
Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Victory Capital Management's ALTA Position: Q2 2021 in Review

Victory Capital Management sold out of Altabancorp (ALTA) in Q2 2021, closing a stake of 20,000 shares — an estimated $841K sold.

Victory Capital Management first reported a position in ALTA in Q2 2015 and held it in 24 quarters. The position peaked at $2M in Q1 2020. 92 funds tracked by Wall St. Rank hold ALTA as of Q2 2021.

  • Victory Capital Management reported no remaining Altabancorp position as of Q2 2021 after selling out during the quarter.
  • Victory Capital Management sold 20,000 Altabancorp shares in Q2 2021, an estimated $841K.
  • Victory Capital Management first reported a position in Altabancorp in Q2 2015 and held it in 24 quarters.
  • Victory Capital Management's Altabancorp position peaked at $2M in Q1 2020.
  • 92 funds tracked by Wall St. Rank held Altabancorp as of Q2 2021.

Based on Victory Capital Management's 13F filing for Q2 2021, filed 3 Aug 2021.