Clearstead Advisors’s Allient ALNT Stock Holding History

Clearstead 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 Q3	–	Sell	-70	Closed	-$1.77K	–	2044
2024 Q2	$1.77K	Hold	70	–	–	﹤0.01%	1830
2024 Q1	$1.99K	Buy	70 +35	+100%	+$1.05K	﹤0.01%	1309
2023 Q4	$1.06K	Buy	+35	New	+$988	﹤0.01%	1392

Other funds holding ALNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Advisors's ALNT Position: Q3 2024 in Review

Clearstead Advisors sold out of Allient (ALNT) in Q3 2024, closing a stake of 70 shares — an estimated $1.77K sold.

Clearstead Advisors first reported a position in ALNT in Q4 2023 and held it in 3 quarters. The position peaked at $1.99K in Q1 2024. 118 funds tracked by Wall St. Rank hold ALNT as of Q3 2024.

Clearstead Advisors reported no remaining Allient position as of Q3 2024 after selling out during the quarter.
Clearstead Advisors sold 70 Allient shares in Q3 2024, an estimated $1.77K.
Clearstead Advisors first reported a position in Allient in Q4 2023 and held it in 3 quarters.
Clearstead Advisors's Allient position peaked at $1.99K in Q1 2024.
118 funds tracked by Wall St. Rank held Allient as of Q3 2024.

Based on Clearstead Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.