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Avior Wealth Management’s Alto Ingredients ALTO Stock Holding History

Avior 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
2025
Q1 		– Sell
-10
Closed -$15 – 794
2024
Q4 		$15 Buy
+10
New +$16 ﹤0.01% 2446
2024
Q2 		– Sell
-5,311
Closed -$11.6K – 2311
2024
Q1 		$11.6K Buy
+5,311
New +$11.2K ﹤0.01% 1815
2023
Q1 		– Sell
-1,000
Closed -$2.88K – 1629
2022
Q4 		$2.88K Buy
+1,000
New +$3.55K ﹤0.01% 1022
2018
Q3 		– Sell
-250
Closed -$1K – 727
2018
Q2 		$1K Buy
+250
New +$796 ﹤0.01% 735

Other funds holding ALTO

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avior Wealth Management's ALTO Position: Q1 2025 in Review

Avior Wealth Management sold out of Alto Ingredients (ALTO) in Q1 2025, closing a stake of 10 shares — an estimated $15 sold.

Avior Wealth Management first reported a position in ALTO in Q2 2018 and held it in 4 quarters. The position peaked at $11.6K in Q1 2024. 66 funds tracked by Wall St. Rank hold ALTO as of Q1 2025.

  • Avior Wealth Management reported no remaining Alto Ingredients position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 10 Alto Ingredients shares in Q1 2025, an estimated $15.
  • Avior Wealth Management first reported a position in Alto Ingredients in Q2 2018 and held it in 4 quarters.
  • Avior Wealth Management's Alto Ingredients position peaked at $11.6K in Q1 2024.
  • 66 funds tracked by Wall St. Rank held Alto Ingredients as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.