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AE Wealth Management’s Alto Ingredients ALTO Stock Holding History

AE Wealth Management’s Portfolio ALTO Stock Details ALTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-70,750
Closed -$384K – 1475
2020
Q4 		$384K Buy
+70,750
New +$491K ﹤0.01% 1048

Other funds holding ALTO

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BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

AE Wealth Management's ALTO Position: Q1 2021 in Review

AE Wealth Management sold out of Alto Ingredients (ALTO) in Q1 2021, closing a stake of 70,750 shares — an estimated $384K sold.

AE Wealth Management first reported a position in ALTO in Q4 2020 and held it in 1 quarter. The position peaked at $384K in Q4 2020. 92 funds tracked by Wall St. Rank hold ALTO as of Q1 2021.

  • AE Wealth Management reported no remaining Alto Ingredients position as of Q1 2021 after selling out during the quarter.
  • AE Wealth Management sold 70,750 Alto Ingredients shares in Q1 2021, an estimated $384K.
  • AE Wealth Management first reported a position in Alto Ingredients in Q4 2020 and held it in 1 quarter.
  • AE Wealth Management's Alto Ingredients position peaked at $384K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held Alto Ingredients as of Q1 2021.

Based on AE Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.