4Wealth Advisors’s Allient ALNT Stock Holding History

4Wealth Advisors’s Portfolio ALNT Stock Details ALNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-16,085	Closed	-$391K	–	127
2024 Q4	$391K	Buy	+16,085	New	+$355K	0.39%	87

Other funds holding ALNT

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JIC

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

4Wealth Advisors's ALNT Position: Q1 2025 in Review

4Wealth Advisors sold out of Allient (ALNT) in Q1 2025, closing a stake of 16,085 shares — an estimated $391K sold.

4Wealth Advisors first reported a position in ALNT in Q4 2024 and held it in 1 quarter. The position peaked at $391K in Q4 2024. 131 funds tracked by Wall St. Rank hold ALNT as of Q1 2025.

4Wealth Advisors reported no remaining Allient position as of Q1 2025 after selling out during the quarter.
4Wealth Advisors sold 16,085 Allient shares in Q1 2025, an estimated $391K.
4Wealth Advisors first reported a position in Allient in Q4 2024 and held it in 1 quarter.
4Wealth Advisors's Allient position peaked at $391K in Q4 2024.
131 funds tracked by Wall St. Rank held Allient as of Q1 2025.

Based on 4Wealth Advisors's 13F filing for Q1 2025, filed 5 May 2025.