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Mission Wealth Management’s Allient ALNT Stock Holding History

Mission Wealth Management’s Portfolio ALNT Stock Details ALNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,388
Closed -$349K – 674
2024
Q4 		$349K Buy
+14,388
New +$317K 0.01% 519

Other funds holding ALNT

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mission Wealth Management's ALNT Position: Q1 2025 in Review

Mission Wealth Management sold out of Allient (ALNT) in Q1 2025, closing a stake of 14,388 shares — an estimated $349K sold.

Mission Wealth Management first reported a position in ALNT in Q4 2024 and held it in 1 quarter. The position peaked at $349K in Q4 2024. 131 funds tracked by Wall St. Rank hold ALNT as of Q1 2025.

  • Mission Wealth Management reported no remaining Allient position as of Q1 2025 after selling out during the quarter.
  • Mission Wealth Management sold 14,388 Allient shares in Q1 2025, an estimated $349K.
  • Mission Wealth Management first reported a position in Allient in Q4 2024 and held it in 1 quarter.
  • Mission Wealth Management's Allient position peaked at $349K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Allient as of Q1 2025.

Based on Mission Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.