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Brendel Financial Advisors’s Alto Ingredients ALTO Stock Holding History

Brendel Financial Advisors’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
2024
Q1 		– Sell
-26,613
Closed -$71K – 60
2023
Q4 		$71K Buy
+26,613
New +$84.8K 0.05% 91
2021
Q3 		– Sell
-631
Closed -$4K – 68
2021
Q2 		$4K Sell
631
-17,227
-96% -$100K ﹤0.01% 233
2021
Q1 		$97K Buy
+17,858
New +$118K 0.07% 86

Other funds holding ALTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Brendel Financial Advisors's ALTO Position: Q1 2024 in Review

Brendel Financial Advisors sold out of Alto Ingredients (ALTO) in Q1 2024, closing a stake of 26,613 shares — an estimated $71K sold.

Brendel Financial Advisors first reported a position in ALTO in Q1 2021 and held it in 3 quarters. The position peaked at $97K in Q1 2021. 105 funds tracked by Wall St. Rank hold ALTO as of Q1 2024.

  • Brendel Financial Advisors reported no remaining Alto Ingredients position as of Q1 2024 after selling out during the quarter.
  • Brendel Financial Advisors sold 26,613 Alto Ingredients shares in Q1 2024, an estimated $71K.
  • Brendel Financial Advisors first reported a position in Alto Ingredients in Q1 2021 and held it in 3 quarters.
  • Brendel Financial Advisors's Alto Ingredients position peaked at $97K in Q1 2021.
  • 105 funds tracked by Wall St. Rank held Alto Ingredients as of Q1 2024.

Based on Brendel Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.