CWC
ALE

Carolinas Wealth Consulting’s Allete ALE Stock Holding History

Carolinas Wealth Consulting’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
2022
Q1 		– Sell
-39
Closed -$3K – 910
2021
Q4 		$3K Hold
39
– – ﹤0.01% 760
2021
Q3 		$2K Hold
39
– – ﹤0.01% 771
2021
Q2 		$3K Hold
39
– – ﹤0.01% 748
2021
Q1 		$3K Buy
+39
New +$2.56K ﹤0.01% 756

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

Carolinas Wealth Consulting's ALE Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of Allete (ALE) in Q1 2022, closing a stake of 39 shares — an estimated $3K sold.

Carolinas Wealth Consulting first reported a position in ALE in Q1 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 287 funds tracked by Wall St. Rank hold ALE as of Q1 2022.

  • Carolinas Wealth Consulting reported no remaining Allete position as of Q1 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 39 Allete shares in Q1 2022, an estimated $3K.
  • Carolinas Wealth Consulting first reported a position in Allete in Q1 2021 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Allete position peaked at $3K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Allete as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.