Baldwin Wealth Partners’s Allete ALE Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-125	Closed	-$6.6K	–	728
2023 Q3	$6.6K	Hold	125	–	–	﹤0.01%	605
2023 Q2	$7.25K	Sell	125 -75	-38%	-$4.63K	﹤0.01%	622
2023 Q1	$12.9K	Hold	200	–	–	﹤0.01%	594
2022 Q4	$12.9K	Hold	200	–	–	﹤0.01%	586
2022 Q3	$10K	Hold	200	–	–	﹤0.01%	516
2022 Q2	$12K	Hold	200	–	–	﹤0.01%	517
2022 Q1	$13K	Sell	200 -133	-40%	-$8.55K	﹤0.01%	513
2021 Q4	$22K	Hold	333	–	–	﹤0.01%	447
2021 Q3	$20K	Hold	333	–	–	﹤0.01%	452
2021 Q2	$23K	Hold	333	–	–	﹤0.01%	455
2021 Q1	$22K	Hold	333	–	–	﹤0.01%	443
2020 Q4	$21K	Hold	333	–	–	﹤0.01%	398
2020 Q3	$17K	Hold	333	–	–	﹤0.01%	397
2020 Q2	$18K	Hold	333	–	–	﹤0.01%	398
2020 Q1	$20K	Hold	333	–	–	﹤0.01%	372
2019 Q4	$27K	Hold	333	–	–	﹤0.01%	379
2019 Q3	$29K	Hold	333	–	–	﹤0.01%	369
2019 Q2	$28K	Hold	333	–	–	﹤0.01%	364
2019 Q1	$27K	Hold	333	–	–	﹤0.01%	369
2018 Q4	$25K	Hold	333	–	–	﹤0.01%	358
2018 Q3	$25K	Hold	333	–	–	﹤0.01%	384
2018 Q2	$26K	Hold	333	–	–	﹤0.01%	374
2018 Q1	$24K	Hold	333	–	–	﹤0.01%	363
2017 Q4	$25K	Hold	333	–	–	﹤0.01%	350
2017 Q3	$26K	Hold	333	–	–	﹤0.01%	338
2017 Q2	$24K	Hold	333	–	–	﹤0.01%	357
2017 Q1	$23K	Hold	333	–	–	﹤0.01%	356
2016 Q4	$21K	Hold	333	–	–	﹤0.01%	359
2016 Q3	$20K	Hold	333	–	–	﹤0.01%	382
2016 Q2	$22K	Hold	333	–	–	﹤0.01%	329
2016 Q1	$19K	Buy	+333	New	+$17.8K	﹤0.01%	365

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Baldwin Wealth Partners's ALE Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of Allete (ALE) in Q4 2023, closing a stake of 125 shares — an estimated $6.6K sold.

Baldwin Wealth Partners first reported a position in ALE in Q1 2016 and held it in 31 quarters. The position peaked at $29K in Q3 2019. 320 funds tracked by Wall St. Rank hold ALE as of Q4 2023.

Baldwin Wealth Partners reported no remaining Allete position as of Q4 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 125 Allete shares in Q4 2023, an estimated $6.6K.
Baldwin Wealth Partners first reported a position in Allete in Q1 2016 and held it in 31 quarters.
Baldwin Wealth Partners's Allete position peaked at $29K in Q3 2019.
320 funds tracked by Wall St. Rank held Allete as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.