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

Vahanian & Associates Financial Planning’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
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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Maven Securities St Helier, Jersey $5.2B AUM 44.01% 1-Year Est. Return

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

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.