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Altavista Wealth Management

Altavista Wealth Management is an investment advisor in Asheville with $601.54M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
510498914
SEC advisor number
801-62511
FINRA CRD number
122326
AUM ?
$601.54M (as of 5 Apr 21)
Accounts
927 (as of 5 Apr 21)
Employees
10 (6 investment advisory or research)
Address
Altavista Wealth Management
4 VANDERBILT PARK DRIVE, SUITE 310
ASHEVILLE
NC 28803
Phone
828-684-2600

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 157 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$72.01M 597.67K 589.01K +1.5
$19.59M 138.41K 137.26K +0.8
$15.82M 56.12K 60.02K -6.5
$15.06M 55.19K 57.31K -3.7
$14.07M 627.19K 614.15K +2.1
$12.58M 62.1K 62.1K 0
$12.16M 69.34K 69.6K -0.4
$11.86M 4.44K 4.8K -7.5
$10.71M 144.24K 139.88K +3.1
Vanguard FTSE All-Wld ex-US ETF
$10.38M 173.5K 174.46K -0.5
$10.28M 68.37K 67.17K +1.8
$9.35M 57.91K 58.7K -1.3
$8.94M 44.08K 44.66K -1.3
$8.4M 31.07K 31.32K -0.8
$8.02M 147.4K 153.52K -4.0
$7.94M 2.42K 2.41K +0.3
$7.56M 46.16K 48.35K -4.5
$7.26M 16.28K 16.9K -3.7
$7.25M 27.49K 28.98K -5.1
$7.18M 51.52K 52.67K -2.2
$7.15M 21.08K 23.16K -9.0
$6.92M 28.69K 29.32K -2.2
$6.27M 19.1K 19.7K -3.1
$6.11M 142.07K 140.25K +1.3
$5.87M 34.7K 35.98K -3.6
$4.91M 25.07K 24.9K +0.7
$4.47M 9.22K 9.19K +0.3
$4.42M 12.73K 13.15K -3.2
$4.11M 25.05K 24.89K +0.7
$4M 19.17K 19.21K -0.2
$3.84M 12K 11.91K +0.7
$3.77M 70.77K 75.55K -6.3
$3.69M 56.93K 73.78K -22.8
$3.65M 26.09K 27.81K -6.2
$3.28M 18.7K 18.95K -1.4
$3.1M 43.89K 42.78K +2.6
$2.81M 48.8K 46.56K +4.8
$2.79M 40.51K 40.51K 0
$2.35M 134.32K 111.93K +20.0
$2.21M 35.85K 36.42K -1.6
$2.21M 39.13K 40.33K -3.0
$2.16M 9.43K 15.16K -37.8
$2.09M 3.66K 3.77K -2.9
$1.96M 30.47K 25.62K +18.9
$1.95M 35.92K 39.49K -9.0
$1.87M 19.19K 19.5K -1.6
$1.84M 23.47K 23.43K +0.2
$1.78M 1.49K 1.31K +14.1
$1.73M 33.77K 33.8K -0.1
$1.72M 4.41K 5.17K -14.7
Holdings list only includes long positions. Only includes long positions.

Calendar

5 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings