Vahanian & Associates Financial Planning’s Alto Ingredients ALTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$152K Sell
57,000
-2,500
-4% -$7.96K 0.6% 46
2023
Q3
$263K Sell
59,500
-2,000
-3% -$7.73K 0.84% 43
2023
Q2
$178K Hold
61,500
0.56% 51
2023
Q1
$92.3K Sell
61,500
-104,357
-63% -$286K 0.26% 72
2022
Q4
$478K Buy
165,857
+3,500
+2% +$12.4K 1.56% 22
2022
Q3
$591K Sell
162,357
-11,900
-7% -$50.1K 2.04% 16
2022
Q2
$646K Sell
174,257
-29,600
-15% -$155K 2.78% 8
2022
Q1
$1.39M Sell
203,857
-66,720
-25% -$374K 3.21% 7
2021
Q4
$1.3M Buy
+270,577
New +$1.42M 1.05% 21

Other funds holding ALTO

Vahanian & Associates Financial Planning's ALTO Position: Q4 2023 in Review

Vahanian & Associates Financial Planning reduced its Alto Ingredients (ALTO) stake by 4.2% in Q4 2023, selling an estimated $7.96K and leaving 57,000 shares worth $152K. The position accounts for 0.6% of the portfolio, ranked #46.

Vahanian & Associates Financial Planning first reported a position in ALTO in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.39M in Q1 2022. 103 funds tracked by Wall St. Rank hold ALTO as of Q4 2023.

  • Vahanian & Associates Financial Planning held 57,000 shares of Alto Ingredients worth $152K as of Q4 2023.
  • Vahanian & Associates Financial Planning sold 2,500 Alto Ingredients shares in Q4 2023, an estimated $7.96K.
  • Alto Ingredients made up 0.6% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #46 holding.
  • Vahanian & Associates Financial Planning first reported a position in Alto Ingredients in Q4 2021 and has held it in 9 quarters since.
  • Vahanian & Associates Financial Planning's Alto Ingredients position peaked at $1.39M in Q1 2022.
  • 103 funds tracked by Wall St. Rank held Alto Ingredients as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.