Amplius Wealth Advisors’s Allete ALE Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-500	Closed	-$33K	–	200
2021 Q4	$33K	Buy	+500	New	+$31.3K	﹤0.01%	393

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

AIP

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Amplius Wealth Advisors's ALE Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Allete (ALE) in Q1 2022, closing a stake of 500 shares — an estimated $33K sold.

Amplius Wealth Advisors first reported a position in ALE in Q4 2021 and held it in 1 quarter. The position peaked at $33K in Q4 2021. 287 funds tracked by Wall St. Rank hold ALE as of Q1 2022.

Amplius Wealth Advisors reported no remaining Allete position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 500 Allete shares in Q1 2022, an estimated $33K.
Amplius Wealth Advisors first reported a position in Allete in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Allete position peaked at $33K in Q4 2021.
287 funds tracked by Wall St. Rank held Allete as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.