YWP
ALTR

YorkBridge Wealth Partners’s Altair Engineering Inc ALTR Stock Holding History

YorkBridge Wealth Partners’s Portfolio ALTR Stock Details ALTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,852
Closed -$215K – 282
2022
Q3 		$215K Buy
4,852
+935
+24% +$49K 0.06% 253
2022
Q2 		$206K Sell
3,917
-212
-5% -$11.6K 0.05% 267
2022
Q1 		$266K Buy
+4,129
New +$260K 0.06% 254

Other funds holding ALTR

MCMC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

YorkBridge Wealth Partners's ALTR Position: Q4 2022 in Review

YorkBridge Wealth Partners sold out of Altair Engineering Inc (ALTR) in Q4 2022, closing a stake of 4,852 shares — an estimated $215K sold.

YorkBridge Wealth Partners first reported a position in ALTR in Q1 2022 and held it in 3 quarters. The position peaked at $266K in Q1 2022. 173 funds tracked by Wall St. Rank hold ALTR as of Q4 2022.

  • YorkBridge Wealth Partners reported no remaining Altair Engineering Inc position as of Q4 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 4,852 Altair Engineering Inc shares in Q4 2022, an estimated $215K.
  • YorkBridge Wealth Partners first reported a position in Altair Engineering Inc in Q1 2022 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Altair Engineering Inc position peaked at $266K in Q1 2022.
  • 173 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.