CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Allient ALNT Stock Holding History

CAPTRUST Financial 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
2024
Q2 		– Sell
-7,060
Closed -$252K – 2200
2024
Q1 		$252K Buy
7,060
+23
+0.3% +$687 ﹤0.01% 1875
2023
Q4 		$213K Buy
+7,037
New +$199K ﹤0.01% 2353

Other funds holding ALNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

CAPTRUST Financial Advisors's ALNT Position: Q2 2024 in Review

CAPTRUST Financial Advisors sold out of Allient (ALNT) in Q2 2024, closing a stake of 7,060 shares — an estimated $252K sold.

CAPTRUST Financial Advisors first reported a position in ALNT in Q4 2023 and held it in 2 quarters. The position peaked at $252K in Q1 2024. 136 funds tracked by Wall St. Rank hold ALNT as of Q2 2024.

  • CAPTRUST Financial Advisors reported no remaining Allient position as of Q2 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 7,060 Allient shares in Q2 2024, an estimated $252K.
  • CAPTRUST Financial Advisors first reported a position in Allient in Q4 2023 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Allient position peaked at $252K in Q1 2024.
  • 136 funds tracked by Wall St. Rank held Allient as of Q2 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.