Next Financial Group’s Alto Ingredients ALTO Stock Holding History

Next Financial Group’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
2020 Q4	–	Sell	-2,000	Closed	-$15K	–	2338
2020 Q3	$15K	Buy	+2,000	New	+$6.93K	﹤0.01%	1502
2020 Q2	–	Sell	-2,000	Closed	-$1K	–	639
2020 Q1	$1K	Buy	+2,000	New	+$1.05K	﹤0.01%	1980
2016 Q4	–	Sell	-10	Closed	–	–	2368
2016 Q3	$0	Buy	+10	New	+$64	﹤0.01%	2359
2014 Q4	–	Sell	-10	Closed	–	–	1898
2014 Q3	$0	Buy	+10	New	+$188	﹤0.01%	2499

Other funds holding ALTO

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

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

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Next Financial Group's ALTO Position: Q4 2020 in Review

Next Financial Group sold out of Alto Ingredients (ALTO) in Q4 2020, closing a stake of 2,000 shares — an estimated $15K sold.

Next Financial Group first reported a position in ALTO in Q3 2014 and held it in 4 quarters. The position peaked at $15K in Q3 2020. 99 funds tracked by Wall St. Rank hold ALTO as of Q4 2020.

Next Financial Group reported no remaining Alto Ingredients position as of Q4 2020 after selling out during the quarter.
Next Financial Group sold 2,000 Alto Ingredients shares in Q4 2020, an estimated $15K.
Next Financial Group first reported a position in Alto Ingredients in Q3 2014 and held it in 4 quarters.
Next Financial Group's Alto Ingredients position peaked at $15K in Q3 2020.
99 funds tracked by Wall St. Rank held Alto Ingredients as of Q4 2020.

Based on Next Financial Group's 13F filing for Q4 2020, filed 5 Feb 2021.