Consolidated Planning Corp’s Allete ALE Stock Holding History

Consolidated Planning Corp’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	-606	Closed	-$36K	–	81
2021 Q3	$36K	Buy	+606	New	+$41K	0.02%	191

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

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

Consolidated Planning Corp's ALE Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Allete (ALE) in Q4 2021, closing a stake of 606 shares — an estimated $36K sold.

Consolidated Planning Corp first reported a position in ALE in Q3 2021 and held it in 1 quarter. The position peaked at $36K in Q3 2021. 282 funds tracked by Wall St. Rank hold ALE as of Q4 2021.

Consolidated Planning Corp reported no remaining Allete position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 606 Allete shares in Q4 2021, an estimated $36K.
Consolidated Planning Corp first reported a position in Allete in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's Allete position peaked at $36K in Q3 2021.
282 funds tracked by Wall St. Rank held Allete as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.