NJ State Employees Deferred Compensation Plan - ALTABANCORP ownership

Quarter-by-quarter ownership
NJ State Employees Deferred Compensation Plan ownership history of ALTABANCORP
ValueSharesWeighting
Q3 2021$883,000
+2.0%
20,0000.0%0.12%
+4.3%
Q2 2021$866,000
+3.0%
20,0000.0%0.12%
-4.2%
Q1 2021$841,000
+50.7%
20,0000.0%0.12%
+39.5%
Q4 2020$558,000
+38.8%
20,0000.0%0.09%
+19.4%
Q3 2020$402,00020,0000.07%
Other shareholders
ALTABANCORP shareholders Q4 2021
NameSharesValueWeighting ↓
Copperwynd Financial, LLC 576,670$24,243,00010.89%
Forest Hill Capital, LLC 339,626$14,278,0004.28%
DAVIS CAPITAL PARTNERS, LLC 990,283$41,631,0002.37%
FJ Capital Management LLC 606,300$25,491,0002.12%
BEAM WEALTH ADVISORS, INC. 39,174$1,647,0001.47%
Soltis Investment Advisors LLC 191,005$8,030,0001.46%
Rosenthal {-} Henry Capital Advisors, Inc. 40,900$1,719,436,0001.39%
EMC Capital Management 30,063$1,264,0000.90%
Keeler Thomas Management LLC 19,828$833,0000.44%
Elevated Capital Advisors, LLC 25,610$1,101,0000.43%
View complete list of ALTABANCORP shareholders