VAFP
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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

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Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MS
Maven Securities St Helier, Jersey $5.2B AUM 44.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return