B. Riley Wealth Advisors’s Allete ALE Stock Holding History

B. Riley 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
2023 Q3	–	Sell	-6,873	Closed	-$398K	–	1457
2023 Q2	$398K	Buy	+6,873	New	+$425K	0.01%	974

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

B. Riley Wealth Advisors's ALE Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Allete (ALE) in Q3 2023, closing a stake of 6,873 shares — an estimated $398K sold.

B. Riley Wealth Advisors first reported a position in ALE in Q2 2023 and held it in 1 quarter. The position peaked at $398K in Q2 2023. 306 funds tracked by Wall St. Rank hold ALE as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Allete position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 6,873 Allete shares in Q3 2023, an estimated $398K.
B. Riley Wealth Advisors first reported a position in Allete in Q2 2023 and held it in 1 quarter.
B. Riley Wealth Advisors's Allete position peaked at $398K in Q2 2023.
306 funds tracked by Wall St. Rank held Allete as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.