Valeo Financial Advisors’s Alto Ingredients ALTO Stock Holding History

Valeo Financial 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
2020 Q4	–	Sell	-5,000	Closed	-$37K	–	1667
2020 Q3	$37K	Sell	5,000 -5,500	-52%	-$19.1K	﹤0.01%	742
2020 Q2	$7K	Hold	10,500	–	–	﹤0.01%	1388
2020 Q1	$3K	Sell	10,500 -14,300	-58%	-$7.52K	﹤0.01%	1392
2019 Q4	$16K	Hold	24,800	–	–	﹤0.01%	968
2019 Q3	$14K	Buy	24,800 +8,300	+50%	+$5.37K	﹤0.01%	935
2019 Q2	$13K	Hold	16,500	–	–	﹤0.01%	951
2019 Q1	$16K	Hold	16,500	–	–	﹤0.01%	833
2018 Q4	$14K	Sell	16,500 -35,000	-68%	-$57.8K	﹤0.01%	794
2018 Q3	$84K	Sell	51,500 -1,700	-3%	-$3.8K	0.01%	435
2018 Q2	$112K	Buy	53,200 +34,500	+184%	+$110K	0.02%	380
2018 Q1	$56K	Hold	18,700	–	–	0.01%	470
2017 Q4	$85K	Buy	18,700 +4,000	+27%	+$19K	0.01%	373
2017 Q3	$82K	Buy	+14,700	New	+$80.1K	0.02%	322

Other funds holding ALTO

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

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

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

Valeo Financial Advisors's ALTO Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Alto Ingredients (ALTO) in Q4 2020, closing a stake of 5,000 shares — an estimated $37K sold.

Valeo Financial Advisors first reported a position in ALTO in Q3 2017 and held it in 13 quarters. The position peaked at $112K in Q2 2018. 99 funds tracked by Wall St. Rank hold ALTO as of Q4 2020.

Valeo Financial Advisors reported no remaining Alto Ingredients position as of Q4 2020 after selling out during the quarter.
Valeo Financial Advisors sold 5,000 Alto Ingredients shares in Q4 2020, an estimated $37K.
Valeo Financial Advisors first reported a position in Alto Ingredients in Q3 2017 and held it in 13 quarters.
Valeo Financial Advisors's Alto Ingredients position peaked at $112K in Q2 2018.
99 funds tracked by Wall St. Rank held Alto Ingredients as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.