BCWM
ALE

Bartlett & Co Wealth Management’s Allete ALE Stock Holding History

Bartlett & Co Wealth Management’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
2021
Q4 		– Sell
-30
Closed -$1.79K – 422
2021
Q3 		$1.79K Buy
+30
New +$2.03K ﹤0.01% 880

Other funds holding ALE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's ALE Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Allete (ALE) in Q4 2021, closing a stake of 30 shares — an estimated $1.79K sold.

Bartlett & Co Wealth Management first reported a position in ALE in Q3 2021 and held it in 1 quarter. The position peaked at $1.79K in Q3 2021. 282 funds tracked by Wall St. Rank hold ALE as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining Allete position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 30 Allete shares in Q4 2021, an estimated $1.79K.
  • Bartlett & Co Wealth Management first reported a position in Allete in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Allete position peaked at $1.79K in Q3 2021.
  • 282 funds tracked by Wall St. Rank held Allete as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.