IA
ALTO icon

IFP Advisors’s Alto Ingredients ALTO Stock Holding History

IFP 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
2023
Q1 		– Sell
-796
Closed -$8K – 3386
2022
Q4 		$8K Buy
796
+161
+25% +$572 ﹤0.01% 3485
2022
Q3 		$7K Buy
635
+74
+13% +$312 ﹤0.01% 3829
2022
Q2 		$7K Hold
561
– – ﹤0.01% 3576
2022
Q1 		$7K Buy
+561
New +$3.14K ﹤0.01% 3576
2017
Q4 		– Sell
-1
Closed – – 3790
2017
Q3 		$0 Hold
1
– – ﹤0.01% 4055
2017
Q2 		$0 Hold
1
– – ﹤0.01% 4064
2017
Q1 		$0 Hold
1
– – ﹤0.01% 3969
2016
Q4 		$0 Hold
1
– – ﹤0.01% 3960
2016
Q3 		$0 Hold
1
– – ﹤0.01% 3887
2016
Q2 		$0 Buy
+1
New +$5 ﹤0.01% 3817
2016
Q1 		– Sell
-1
Closed – – 2381
2015
Q4 		$0 Buy
+1
New +$5 ﹤0.01% 3706

Other funds holding ALTO

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
MS
Maven Securities St Helier, Jersey $5.2B AUM 44.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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