Vivaldi Capital Management’s Altabancorp ALTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-23,547
Closed -$1.04M 342
2021
Q3
$1.04M Buy
+23,547
New +$976K 0.23% 80

Vivaldi Capital Management's ALTA Position: Q4 2021 in Review

Vivaldi Capital Management sold out of Altabancorp (ALTA) in Q4 2021, closing a stake of 23,547 shares — an estimated $1.04M sold.

Vivaldi Capital Management first reported a position in ALTA in Q3 2021 and held it in 1 quarter. The position peaked at $1.04M in Q3 2021. 0 funds tracked by Wall St. Rank hold ALTA as of Q4 2021.

  • Vivaldi Capital Management reported no remaining Altabancorp position as of Q4 2021 after selling out during the quarter.
  • Vivaldi Capital Management sold 23,547 Altabancorp shares in Q4 2021, an estimated $1.04M.
  • Vivaldi Capital Management first reported a position in Altabancorp in Q3 2021 and held it in 1 quarter.
  • Vivaldi Capital Management's Altabancorp position peaked at $1.04M in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Altabancorp as of Q4 2021.

Based on Vivaldi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.