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Steward Partners Investment Advisory’s Alto Ingredients ALTO Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-4,000
Closed -$21.7K – 7080
2021
Q1 		$21.7K Sell
4,000
-1,025
-20% -$6.78K ﹤0.01% 2433
2020
Q4 		$27K Buy
5,025
+1,025
+26% +$7.12K ﹤0.01% 1945
2020
Q3 		$29K Buy
+4,000
New +$13.9K ﹤0.01% 1734

Other funds holding ALTO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's ALTO Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Alto Ingredients (ALTO) in Q2 2021, closing a stake of 4,000 shares — an estimated $21.7K sold.

Steward Partners Investment Advisory first reported a position in ALTO in Q3 2020 and held it in 3 quarters. The position peaked at $29K in Q3 2020. 122 funds tracked by Wall St. Rank hold ALTO as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Alto Ingredients position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 4,000 Alto Ingredients shares in Q2 2021, an estimated $21.7K.
  • Steward Partners Investment Advisory first reported a position in Alto Ingredients in Q3 2020 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Alto Ingredients position peaked at $29K in Q3 2020.
  • 122 funds tracked by Wall St. Rank held Alto Ingredients as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.