E
ALTO icon

Ergoteles’s Alto Ingredients ALTO Stock Holding History

Ergoteles’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
2023
Q3 		– Sell
-57,100
Closed -$165K – 67
2023
Q2 		$165K Buy
+57,100
New +$109K 0.01% 874
2022
Q4 		– Sell
-70,434
Closed -$256K – 1418
2022
Q3 		$256K Buy
+70,434
New +$297K 0.01% 1060
2021
Q4 		– Sell
-34,500
Closed -$170K – 1215
2021
Q3 		$170K Buy
+34,500
New +$174K 0.01% 1041

Other funds holding ALTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ergoteles's ALTO Position: Q3 2023 in Review

Ergoteles sold out of Alto Ingredients (ALTO) in Q3 2023, closing a stake of 57,100 shares — an estimated $165K sold.

Ergoteles first reported a position in ALTO in Q3 2021 and held it in 3 quarters. The position peaked at $256K in Q3 2022. 105 funds tracked by Wall St. Rank hold ALTO as of Q3 2023.

  • Ergoteles reported no remaining Alto Ingredients position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 57,100 Alto Ingredients shares in Q3 2023, an estimated $165K.
  • Ergoteles first reported a position in Alto Ingredients in Q3 2021 and held it in 3 quarters.
  • Ergoteles's Alto Ingredients position peaked at $256K in Q3 2022.
  • 105 funds tracked by Wall St. Rank held Alto Ingredients as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.