WCM
ALTA

Wedge Capital Management’s Altabancorp ALTA Stock Holding History

Wedge 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
2019
Q2 		– Sell
-28,009
Closed -$739K – 649
2019
Q1 		$739K Buy
28,009
+5,075
+22% +$147K 0.01% 407
2018
Q4 		$691K Hold
22,934
– – 0.01% 383
2018
Q3 		$779K Sell
22,934
-366
-2% -$13K 0.01% 404
2018
Q2 		$832K Hold
23,300
– – 0.01% 382
2018
Q1 		$753K Sell
23,300
-900
-4% -$28.3K 0.01% 390
2017
Q4 		$733K Hold
24,200
– – 0.01% 405
2017
Q3 		$785K Buy
+24,200
New +$674K 0.01% 388

Other funds holding ALTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wedge Capital Management's ALTA Position: Q2 2019 in Review

Wedge Capital Management sold out of Altabancorp (ALTA) in Q2 2019, closing a stake of 28,009 shares — an estimated $739K sold.

Wedge Capital Management first reported a position in ALTA in Q3 2017 and held it in 7 quarters. The position peaked at $832K in Q2 2018. 84 funds tracked by Wall St. Rank hold ALTA as of Q2 2019.

  • Wedge Capital Management reported no remaining Altabancorp position as of Q2 2019 after selling out during the quarter.
  • Wedge Capital Management sold 28,009 Altabancorp shares in Q2 2019, an estimated $739K.
  • Wedge Capital Management first reported a position in Altabancorp in Q3 2017 and held it in 7 quarters.
  • Wedge Capital Management's Altabancorp position peaked at $832K in Q2 2018.
  • 84 funds tracked by Wall St. Rank held Altabancorp as of Q2 2019.

Based on Wedge Capital Management's 13F filing for Q2 2019, filed 1 Aug 2019.