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Patriot Financial Group Insurance Agency’s Alto Ingredients ALTO Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-1
Closed – – 463
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1995
2022
Q1 		$0 Hold
1
– – ﹤0.01% 2033
2021
Q4 		$0 Hold
1
– – ﹤0.01% 2127
2021
Q3 		$0 Hold
1
– – ﹤0.01% 2126
2021
Q2 		$0 Buy
+1
New +$6 ﹤0.01% 2056
2021
Q1 		– Sell
-1
Closed – – 1963
2020
Q4 		$0 Hold
1
– – ﹤0.01% 1839
2020
Q3 		$0 Hold
1
– – ﹤0.01% 1668
2020
Q2 		$0 Hold
1
– – ﹤0.01% 1648
2020
Q1 		$0 Buy
+1
New +$1 ﹤0.01% 1559

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ALTO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Alto Ingredients (ALTO) in Q3 2022, closing a stake of 1 share.

Patriot Financial Group Insurance Agency first reported a position in ALTO in Q1 2020 and held it in 9 quarters. The position peaked at $0 in Q2 2022. 132 funds tracked by Wall St. Rank hold ALTO as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Alto Ingredients position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1 Alto Ingredients share in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in Alto Ingredients in Q1 2020 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's Alto Ingredients position peaked at $0 in Q2 2022.
  • 132 funds tracked by Wall St. Rank held Alto Ingredients as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.