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Spire Wealth Management’s Alto Ingredients ALTO Stock Holding History

Spire 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
2021
Q4 		– Sell
-1,098
Closed -$5K – 2921
2021
Q3 		$5K Sell
1,098
-2,250
-67% -$11.3K ﹤0.01% 2264
2021
Q2 		$20K Sell
3,348
-450
-12% -$2.62K ﹤0.01% 1861
2021
Q1 		$21K Buy
+3,798
New +$25.1K ﹤0.01% 2121

Other funds holding ALTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's ALTO Position: Q4 2021 in Review

Spire Wealth Management sold out of Alto Ingredients (ALTO) in Q4 2021, closing a stake of 1,098 shares — an estimated $5K sold.

Spire Wealth Management first reported a position in ALTO in Q1 2021 and held it in 3 quarters. The position peaked at $21K in Q1 2021. 115 funds tracked by Wall St. Rank hold ALTO as of Q4 2021.

  • Spire Wealth Management reported no remaining Alto Ingredients position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 1,098 Alto Ingredients shares in Q4 2021, an estimated $5K.
  • Spire Wealth Management first reported a position in Alto Ingredients in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Alto Ingredients position peaked at $21K in Q1 2021.
  • 115 funds tracked by Wall St. Rank held Alto Ingredients as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.