Wellington Management Group
ALTA

Wellington Management Group’s Altabancorp ALTA Stock Holding History

Wellington Management Group’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
2020
Q3 		– Sell
-265,920
Closed -$5.97M – 2027
2020
Q2 		$5.97M Sell
265,920
-299,552
-53% -$6.19M ﹤0.01% 1180
2020
Q1 		$11M Buy
565,472
+222,134
+65% +$5.55M ﹤0.01% 1017
2019
Q4 		$10.3M Sell
343,338
-5,650
-2% -$166K ﹤0.01% 1154
2019
Q3 		$9.87M Buy
348,988
+3,617
+1% +$103K ﹤0.01% 1173
2019
Q2 		$10.2M Buy
+345,371
New +$9.91M ﹤0.01% 1203

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FHC
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WA
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SIA
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