Archer Investment Corporation’s Allete ALE Stock Holding History

Archer Investment Corporation’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 Q4	–	Sell	-326	Closed	-$17.2K	–	1061
2023 Q3	$17.2K	Hold	326	–	–	0.01%	531
2023 Q2	$18.9K	Hold	326	–	–	0.01%	523
2023 Q1	$21K	Hold	326	–	–	0.01%	479
2022 Q4	$21K	Hold	326	–	–	0.01%	460
2022 Q3	$16.3K	Hold	326	–	–	0.01%	476
2022 Q2	$19.2K	Hold	326	–	–	0.01%	461
2022 Q1	$20.9K	Hold	326	–	–	0.01%	471
2021 Q4	$21.6K	Hold	326	–	–	0.01%	474
2021 Q3	$19.4K	Sell	326 -300	-48%	-$20.3K	0.01%	468
2021 Q2	$43.8K	Hold	626	–	–	0.02%	343
2021 Q1	$42.1K	Hold	626	–	–	0.02%	365
2020 Q4	$38.8K	Hold	626	–	–	0.02%	334
2020 Q3	$32.4K	Hold	626	–	–	0.02%	313
2020 Q2	$34.2K	Sell	626 -30	-5%	-$1.7K	0.02%	295
2020 Q1	$40K	Sell	656 -250	-28%	-$18.9K	0.03%	254
2019 Q4	$74K	Hold	906	–	–	0.04%	232
2019 Q3	$79K	Sell	906 -380	-30%	-$32.7K	0.05%	207
2019 Q2	$107K	Hold	1,286	–	–	0.07%	199
2019 Q1	$106K	Buy	1,286 +500	+64%	+$39.4K	0.07%	202
2018 Q4	$60K	Buy	+786	New	+$60.8K	0.05%	210

Other funds holding ALE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Archer Investment Corporation's ALE Position: Q4 2023 in Review

Archer Investment Corporation sold out of Allete (ALE) in Q4 2023, closing a stake of 326 shares — an estimated $17.2K sold.

Archer Investment Corporation first reported a position in ALE in Q4 2018 and held it in 20 quarters. The position peaked at $107K in Q2 2019. 320 funds tracked by Wall St. Rank hold ALE as of Q4 2023.

Archer Investment Corporation reported no remaining Allete position as of Q4 2023 after selling out during the quarter.
Archer Investment Corporation sold 326 Allete shares in Q4 2023, an estimated $17.2K.
Archer Investment Corporation first reported a position in Allete in Q4 2018 and held it in 20 quarters.
Archer Investment Corporation's Allete position peaked at $107K in Q2 2019.
320 funds tracked by Wall St. Rank held Allete as of Q4 2023.

Based on Archer Investment Corporation's 13F filing for Q4 2023, filed 31 Jan 2024.