Plante Moran Financial Advisors’s Alto Ingredients ALTO Stock Holding History

Plante Moran Financial Advisors’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 Q4	–	Sell	-13,000	Closed	-$47K	–	862
2022 Q3	$47K	Hold	13,000	–	–	0.01%	316
2022 Q2	$48K	Hold	13,000	–	–	0.01%	318
2022 Q1	$89K	Hold	13,000	–	–	0.02%	240
2021 Q4	$63K	Hold	13,000	–	–	0.01%	313
2021 Q3	$64K	Hold	13,000	–	–	0.01%	335
2021 Q2	$79K	Buy	+13,000	New	+$75.6K	0.02%	284
2021 Q1	–	Sell	-13,000	Closed	-$71K	–	993
2020 Q4	$71K	Hold	13,000	–	–	0.02%	290
2020 Q3	$95K	Hold	13,000	–	–	0.03%	241
2020 Q2	$9K	Hold	13,000	–	–	﹤0.01%	530
2020 Q1	$3K	Hold	13,000	–	–	﹤0.01%	612
2019 Q4	$8K	Hold	13,000	–	–	﹤0.01%	561
2019 Q3	$7K	Buy	+13,000	New	+$8.41K	﹤0.01%	640

Other funds holding ALTO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Plante Moran Financial Advisors's ALTO Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Alto Ingredients (ALTO) in Q4 2022, closing a stake of 13,000 shares — an estimated $47K sold.

Plante Moran Financial Advisors first reported a position in ALTO in Q3 2019 and held it in 12 quarters. The position peaked at $95K in Q3 2020. 127 funds tracked by Wall St. Rank hold ALTO as of Q4 2022.

Plante Moran Financial Advisors reported no remaining Alto Ingredients position as of Q4 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 13,000 Alto Ingredients shares in Q4 2022, an estimated $47K.
Plante Moran Financial Advisors first reported a position in Alto Ingredients in Q3 2019 and held it in 12 quarters.
Plante Moran Financial Advisors's Alto Ingredients position peaked at $95K in Q3 2020.
127 funds tracked by Wall St. Rank held Alto Ingredients as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.