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Lodestone Wealth Management’s Alto Ingredients ALTO Stock Holding History

Lodestone Wealth 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
2023
Q4 		– Sell
-1,200,000
Closed – – 141
2023
Q3 		$0 Buy
+1,200,000
New +$4.64M ﹤0.01% 127

Other funds holding ALTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
MS
Maven Securities St Helier, Jersey $5.06B AUM 59.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lodestone Wealth Management's ALTO Position: Q4 2023 in Review

Lodestone Wealth Management sold out of Alto Ingredients (ALTO) in Q4 2023, closing a stake of 1,200,000 shares.

Lodestone Wealth Management first reported a position in ALTO in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 103 funds tracked by Wall St. Rank hold ALTO as of Q4 2023.

  • Lodestone Wealth Management reported no remaining Alto Ingredients position as of Q4 2023 after selling out during the quarter.
  • Lodestone Wealth Management sold 1,200,000 Alto Ingredients shares in Q4 2023.
  • Lodestone Wealth Management first reported a position in Alto Ingredients in Q3 2023 and held it in 1 quarter.
  • Lodestone Wealth Management's Alto Ingredients position peaked at $0 in Q3 2023.
  • 103 funds tracked by Wall St. Rank held Alto Ingredients as of Q4 2023.

Based on Lodestone Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.