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GoalVest Advisory’s Alto Ingredients ALTO Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-6,439
Closed -$10.4K – 381
2024
Q3 		$10.4K Hold
6,439
– – ﹤0.01% 319
2024
Q2 		$9.3K Hold
6,439
– – ﹤0.01% 282
2024
Q1 		$14K Hold
6,439
– – ﹤0.01% 294
2023
Q4 		$17.1K Buy
+6,439
New +$20.5K 0.01% 220

Other funds holding ALTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GoalVest Advisory's ALTO Position: Q4 2024 in Review

GoalVest Advisory sold out of Alto Ingredients (ALTO) in Q4 2024, closing a stake of 6,439 shares — an estimated $10.4K sold.

GoalVest Advisory first reported a position in ALTO in Q4 2023 and held it in 4 quarters. The position peaked at $17.1K in Q4 2023. 77 funds tracked by Wall St. Rank hold ALTO as of Q4 2024.

  • GoalVest Advisory reported no remaining Alto Ingredients position as of Q4 2024 after selling out during the quarter.
  • GoalVest Advisory sold 6,439 Alto Ingredients shares in Q4 2024, an estimated $10.4K.
  • GoalVest Advisory first reported a position in Alto Ingredients in Q4 2023 and held it in 4 quarters.
  • GoalVest Advisory's Alto Ingredients position peaked at $17.1K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held Alto Ingredients as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.