Atria Investments’s Allete ALE Stock Holding History

Atria Investments’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
2024 Q3	–	Sell	-3,462	Closed	-$216K	–	1898
2024 Q2	$216K	Buy	+3,462	New	+$213K	﹤0.01%	1776
2020 Q2	–	Sell	-3,686	Closed	-$224K	–	519
2020 Q1	$224K	Buy	+3,686	New	+$279K	0.02%	502

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 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

Atria Investments's ALE Position: Q3 2024 in Review

Atria Investments sold out of Allete (ALE) in Q3 2024, closing a stake of 3,462 shares — an estimated $216K sold.

Atria Investments first reported a position in ALE in Q1 2020 and held it in 2 quarters. The position peaked at $224K in Q1 2020. 330 funds tracked by Wall St. Rank hold ALE as of Q3 2024.

Atria Investments reported no remaining Allete position as of Q3 2024 after selling out during the quarter.
Atria Investments sold 3,462 Allete shares in Q3 2024, an estimated $216K.
Atria Investments first reported a position in Allete in Q1 2020 and held it in 2 quarters.
Atria Investments's Allete position peaked at $224K in Q1 2020.
330 funds tracked by Wall St. Rank held Allete as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.