CPA
ALE

Capital Performance Advisors’s Allete ALE Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-129
Closed -$8.28K – 261
2024
Q3 		$8.28K Buy
+129
New +$8.22K ﹤0.01% 913

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Performance Advisors's ALE Position: Q4 2024 in Review

Capital Performance Advisors sold out of Allete (ALE) in Q4 2024, closing a stake of 129 shares — an estimated $8.28K sold.

Capital Performance Advisors first reported a position in ALE in Q3 2024 and held it in 1 quarter. The position peaked at $8.28K in Q3 2024. 348 funds tracked by Wall St. Rank hold ALE as of Q4 2024.

  • Capital Performance Advisors reported no remaining Allete position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 129 Allete shares in Q4 2024, an estimated $8.28K.
  • Capital Performance Advisors first reported a position in Allete in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Allete position peaked at $8.28K in Q3 2024.
  • 348 funds tracked by Wall St. Rank held Allete as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.