Wells Fargo’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 |
-145
| Closed | -$7K | – | 8323 |
|
|
2021
Q3 | $7K | Sell |
145
-214
| -60% | -$8.87K | ﹤0.01% | 6319 |
|
|
2021
Q2 | $15K | Sell |
359
-18,079
| -98% | -$789K | ﹤0.01% | 6023 |
|
|
2021
Q1 | $776K | Sell |
18,438
-22,374
| -55% | -$789K | ﹤0.01% | 4422 |
|
|
2020
Q4 | $1.14M | Sell |
40,812
-3,209
| -7% | -$81.5K | ﹤0.01% | 3936 |
|
|
2020
Q3 | $886K | Sell |
44,021
-4,619
| -9% | -$94K | ﹤0.01% | 3956 |
|
|
2020
Q2 | $1.09M | Buy |
48,640
+15,174
| +45% | +$313K | ﹤0.01% | 3743 |
|
|
2020
Q1 | $648K | Sell |
33,466
-9,255
| -22% | -$231K | ﹤0.01% | 3839 |
|
|
2019
Q4 | $1.29M | Buy |
42,721
+10,274
| +32% | +$301K | ﹤0.01% | 3689 |
|
|
2019
Q3 | $918K | Buy |
32,447
+5,886
| +22% | +$167K | ﹤0.01% | 3913 |
|
|
2019
Q2 | $781K | Sell |
26,561
-167
| -0.6% | -$4.79K | ﹤0.01% | 4067 |
|
|
2019
Q1 | $704K | Buy |
26,728
+2,044
| +8% | +$59.3K | ﹤0.01% | 4136 |
|
|
2018
Q4 | $744K | Buy |
24,684
+1,117
| +5% | +$35.6K | ﹤0.01% | 4066 |
|
|
2018
Q3 | $800K | Buy |
23,567
+1,040
| +5% | +$37.1K | ﹤0.01% | 4119 |
|
|
2018
Q2 | $804K | Sell |
22,527
-33
| -0.1% | -$1.13K | ﹤0.01% | 4137 |
|
|
2018
Q1 | $728K | Buy |
22,560
+1,842
| +9% | +$58K | ﹤0.01% | 4132 |
|
|
2017
Q4 | $627K | Buy |
20,718
+5,801
| +39% | +$182K | ﹤0.01% | 4232 |
|
|
2017
Q3 | $408K | Buy |
14,917
+2,047
| +16% | +$57K | ﹤0.01% | 4457 |
|
|
2017
Q2 | $345K | Sell |
12,870
-6,176
| -32% | -$162K | ﹤0.01% | 4455 |
|
|
2017
Q1 | $504K | Hold |
19,046
| – | – | ﹤0.01% | 4236 |
|
|
2016
Q4 | $511K | Buy |
19,046
+14,646
| +333% | +$327K | ﹤0.01% | 4189 |
|
|
2016
Q3 | $90K | Hold |
4,400
| – | – | ﹤0.01% | 4982 |
|
|
2016
Q2 | $73K | Buy |
4,400
+4,394
| +73,233% | +$73.2K | ﹤0.01% | 5014 |
|
|
2016
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 6543 |
|
|
2015
Q4 | $0 | Sell |
6
-6
| -50% | -$101 | ﹤0.01% | 6509 |
|
|
2015
Q3 | $0 | Buy |
+12
| New | +$203 | ﹤0.01% | 6553 |
|
Wells Fargo's ALTA Position: Q4 2021 in Review
Wells Fargo sold out of Altabancorp (ALTA) in Q4 2021, closing a stake of 145 shares — an estimated $7K sold.
Wells Fargo first reported a position in ALTA in Q3 2015 and held it in 25 quarters. The position peaked at $1.29M in Q4 2019. 0 funds tracked by Wall St. Rank hold ALTA as of Q4 2021.
- Wells Fargo reported no remaining Altabancorp position as of Q4 2021 after selling out during the quarter.
- Wells Fargo sold 145 Altabancorp shares in Q4 2021, an estimated $7K.
- Wells Fargo first reported a position in Altabancorp in Q3 2015 and held it in 25 quarters.
- Wells Fargo's Altabancorp position peaked at $1.29M in Q4 2019.
- 0 funds tracked by Wall St. Rank held Altabancorp as of Q4 2021.
Based on Wells Fargo's 13F filing for Q4 2021, filed 14 Feb 2022.