CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Alto Ingredients ALTO Stock Holding History

CAPTRUST 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
2022
Q3 		– Sell
-1,364
Closed -$5K – 2130
2022
Q2 		$5K Buy
1,364
+778
+133% +$4.07K ﹤0.01% 4056
2022
Q1 		$4K Sell
586
-123
-17% -$689 ﹤0.01% 4226
2021
Q4 		$3K Sell
709
-28
-4% -$147 ﹤0.01% 4252
2021
Q3 		$4K Buy
737
+30
+4% +$151 ﹤0.01% 4008
2021
Q2 		$4K Sell
707
-30
-4% -$175 ﹤0.01% 3928
2021
Q1 		$4K Buy
+737
New +$4.88K ﹤0.01% 3791

Other funds holding ALTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors's ALTO Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Alto Ingredients (ALTO) in Q3 2022, closing a stake of 1,364 shares — an estimated $5K sold.

CAPTRUST Financial Advisors first reported a position in ALTO in Q1 2021 and held it in 6 quarters. The position peaked at $5K in Q2 2022. 132 funds tracked by Wall St. Rank hold ALTO as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Alto Ingredients position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,364 Alto Ingredients shares in Q3 2022, an estimated $5K.
  • CAPTRUST Financial Advisors first reported a position in Alto Ingredients in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's Alto Ingredients position peaked at $5K in Q2 2022.
  • 132 funds tracked by Wall St. Rank held Alto Ingredients as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.