Institutional & Family Asset Management’s Alto Ingredients ALTO Stock Holding History

Institutional & Family Asset Management’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 Q2	$289	Hold	200	–	–	﹤0.01%	723
2024 Q1	$436	Hold	200	–	–	﹤0.01%	701
2023 Q4	$532	Hold	200	–	–	﹤0.01%	665
2023 Q3	$884	Hold	200	–	–	﹤0.01%	625
2023 Q2	$578	Hold	200	–	–	﹤0.01%	668
2023 Q1	$300	Hold	200	–	–	﹤0.01%	698
2022 Q4	$576	Hold	200	–	–	﹤0.01%	649
2022 Q3	$1K	Hold	200	–	–	﹤0.01%	605
2022 Q2	$1K	Hold	200	–	–	﹤0.01%	624
2022 Q1	$1K	Hold	200	–	–	﹤0.01%	669
2021 Q4	$1K	Hold	200	–	–	﹤0.01%	694
2021 Q3	$1K	Buy	200 +75	+60%	+$378	﹤0.01%	809
2021 Q2	$1K	Buy	+125	New	+$727	﹤0.01%	865
2020 Q4	–	Sell	-660	Closed	-$5K	–	863
2020 Q3	$5K	Buy	660 +160	+32%	+$555	﹤0.01%	577
2020 Q2	$0	Hold	500	–	–	﹤0.01%	833
2020 Q1	$0	Hold	500	–	–	﹤0.01%	810
2019 Q4	$0	Buy	+500	New	+$283	﹤0.01%	852
2019 Q1	–	Sell	-217	Closed	–	–	839
2018 Q4	$0	Hold	217	–	–	﹤0.01%	822
2018 Q3	$0	Hold	217	–	–	﹤0.01%	843
2018 Q2	$1K	Hold	217	–	–	﹤0.01%	774
2018 Q1	$1K	Buy	+217	New	+$868	﹤0.01%	761

Other funds holding ALTO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Institutional & Family Asset Management's ALTO Position: Q2 2024 in Review

Institutional & Family Asset Management held its Alto Ingredients (ALTO) position steady in Q2 2024 at 200 shares worth $289. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Institutional & Family Asset Management first reported a position in ALTO in Q1 2018 and has held it in 21 quarters since. The position peaked at $5K in Q3 2020. 83 funds tracked by Wall St. Rank hold ALTO as of Q2 2024.

Institutional & Family Asset Management held 200 shares of Alto Ingredients worth $289 as of Q2 2024.
Institutional & Family Asset Management left its Alto Ingredients share count unchanged in Q2 2024.
Alto Ingredients made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #723 holding.
Institutional & Family Asset Management first reported a position in Alto Ingredients in Q1 2018 and has held it in 21 quarters since.
Institutional & Family Asset Management's Alto Ingredients position peaked at $5K in Q3 2020.
83 funds tracked by Wall St. Rank held Alto Ingredients as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.