AWA
ALE

Arkadios Wealth Advisors’s Allete ALE Stock Holding History

Arkadios 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
2021
Q4 		– Sell
-215
Closed -$12K – 612
2021
Q3 		$12K Buy
215
+1
+0.5% +$68 ﹤0.01% 1383
2021
Q2 		$14K Buy
214
+154
+257% +$10.7K ﹤0.01% 1415
2021
Q1 		$4K Hold
60
– – ﹤0.01% 1398
2020
Q4 		$3K Buy
+60
New +$3.4K ﹤0.01% 1187

Other funds holding ALE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arkadios Wealth Advisors's ALE Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Allete (ALE) in Q4 2021, closing a stake of 215 shares — an estimated $12K sold.

Arkadios Wealth Advisors first reported a position in ALE in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q2 2021. 282 funds tracked by Wall St. Rank hold ALE as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Allete position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 215 Allete shares in Q4 2021, an estimated $12K.
  • Arkadios Wealth Advisors first reported a position in Allete in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Allete position peaked at $14K in Q2 2021.
  • 282 funds tracked by Wall St. Rank held Allete as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.