Affiance Financial’s Allete ALE Stock Holding History

Affiance Financial’s Portfolio ALE Stock Details ALE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-521	Closed	-$33.6K	–	105
2022 Q4	$33.6K	Buy	+521	New	+$30.9K	0.01%	193

Other funds holding ALE

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Affiance Financial's ALE Position: Q1 2023 in Review

Affiance Financial sold out of Allete (ALE) in Q1 2023, closing a stake of 521 shares — an estimated $33.6K sold.

Affiance Financial first reported a position in ALE in Q4 2022 and held it in 1 quarter. The position peaked at $33.6K in Q4 2022. 288 funds tracked by Wall St. Rank hold ALE as of Q1 2023.

Affiance Financial reported no remaining Allete position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 521 Allete shares in Q1 2023, an estimated $33.6K.
Affiance Financial first reported a position in Allete in Q4 2022 and held it in 1 quarter.
Affiance Financial's Allete position peaked at $33.6K in Q4 2022.
288 funds tracked by Wall St. Rank held Allete as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.