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Concord Wealth Partners’s Allegro MicroSystems ALGM Stock Holding History

Concord Wealth Partners’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
2026
Q1 		– Sell
-120
Closed -$3.17K – 225
2025
Q4 		$3.17K Hold
120
– – ﹤0.01% 669
2025
Q3 		$3.5K Hold
120
– – ﹤0.01% 670
2025
Q2 		$4.1K Hold
120
– – ﹤0.01% 655
2025
Q1 		$3.02K Hold
120
– – ﹤0.01% 644
2024
Q4 		$2.62K Hold
120
– – ﹤0.01% 686
2024
Q3 		$2.8K Hold
120
– – ﹤0.01% 711
2024
Q2 		$3.39K Hold
120
– – ﹤0.01% 620
2024
Q1 		$3.23K Hold
120
– – ﹤0.01% 705
2023
Q4 		$3.63K Hold
120
– – ﹤0.01% 668
2023
Q3 		$3.83K Hold
120
– – ﹤0.01% 762
2023
Q2 		$5.42K Buy
+120
New +$4.86K ﹤0.01% 689

Other funds holding ALGM

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VPM
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return