Avantax Advisory Services’s Allegro MicroSystems ALGM Stock Holding History

Avantax Advisory Services’s Portfolio ALGM Stock Details ALGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$356K	Sell	10,405 -656	-6%	-$16.3K	﹤0.01%	1791
2025 Q1	$278K	Buy	+11,061	New	+$276K	﹤0.01%	1887
2024 Q3	–	Sell	-7,260	Closed	-$205K	–	2122
2024 Q2	$205K	Buy	+7,260	New	+$207K	﹤0.01%	1939
2023 Q4	–	Sell	-7,620	Closed	-$243K	–	1574
2023 Q3	$243K	Buy	7,620 +385	+5%	+$15.6K	﹤0.01%	1310
2023 Q2	$327K	Buy	+7,235	New	+$293K	﹤0.01%	1142

Other funds holding ALGM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avantax Advisory Services's ALGM Position: Q2 2025 in Review

Avantax Advisory Services reduced its Allegro MicroSystems (ALGM) stake by 5.9% in Q2 2025, selling an estimated $16.3K and leaving 10,405 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Avantax Advisory Services first reported a position in ALGM in Q2 2023 and has held it in 5 quarters since. 273 funds tracked by Wall St. Rank hold ALGM as of Q2 2025.

Avantax Advisory Services held 10,405 shares of Allegro MicroSystems worth $356K as of Q2 2025.
Avantax Advisory Services sold 656 Allegro MicroSystems shares in Q2 2025, an estimated $16.3K.
Allegro MicroSystems made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1791 holding.
Avantax Advisory Services first reported a position in Allegro MicroSystems in Q2 2023 and has held it in 5 quarters since.
273 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.