B. Riley Wealth Advisors’s Allegro MicroSystems ALGM Stock Holding History

B. Riley Wealth Advisors’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
2023 Q3	–	Sell	-5,415	Closed	-$244K	–	1458
2023 Q2	$244K	Buy	5,415 +265	+5%	+$10.7K	0.01%	1234
2023 Q1	$247K	Buy	+5,150	New	+$210K	0.01%	1174

Other funds holding ALGM

OCA

OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Allegro MicroSystems (ALGM) in Q3 2023, closing a stake of 5,415 shares — an estimated $244K sold.

B. Riley Wealth Advisors first reported a position in ALGM in Q1 2023 and held it in 2 quarters. The position peaked at $247K in Q1 2023. 311 funds tracked by Wall St. Rank hold ALGM as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Allegro MicroSystems position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,415 Allegro MicroSystems shares in Q3 2023, an estimated $244K.
B. Riley Wealth Advisors first reported a position in Allegro MicroSystems in Q1 2023 and held it in 2 quarters.
B. Riley Wealth Advisors's Allegro MicroSystems position peaked at $247K in Q1 2023.
311 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q3 2023.

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