TCI Wealth Advisors’s Alto Ingredients ALTO Stock Holding History

TCI Wealth 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	-765	Closed	-$3K	–	2493
2022 Q3	$3K	Hold	765	–	–	﹤0.01%	1720
2022 Q2	$3K	Buy	+765	New	+$4K	﹤0.01%	1747
2018 Q1	–	Sell	-153	Closed	-$1K	–	1344
2017 Q4	$1K	Hold	153	–	–	﹤0.01%	1127
2017 Q3	$1K	Hold	153	–	–	﹤0.01%	1055
2017 Q2	$1K	Hold	153	–	–	﹤0.01%	1083
2017 Q1	$1K	Hold	153	–	–	﹤0.01%	1031
2016 Q4	$1K	Hold	153	–	–	﹤0.01%	1111
2016 Q3	$1K	Hold	153	–	–	﹤0.01%	1067
2016 Q2	$1K	Hold	153	–	–	﹤0.01%	1017
2016 Q1	$1K	Buy	+153	New	+$601	﹤0.01%	1036

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

TCI Wealth Advisors's ALTO Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Alto Ingredients (ALTO) in Q4 2022, closing a stake of 765 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in ALTO in Q1 2016 and held it in 10 quarters. The position peaked at $3K in Q3 2022. 127 funds tracked by Wall St. Rank hold ALTO as of Q4 2022.

TCI Wealth Advisors reported no remaining Alto Ingredients position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 765 Alto Ingredients shares in Q4 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in Alto Ingredients in Q1 2016 and held it in 10 quarters.
TCI Wealth Advisors's Alto Ingredients position peaked at $3K in Q3 2022.
127 funds tracked by Wall St. Rank held Alto Ingredients as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.