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Coppell Advisory Solutions’s Allegro MicroSystems ALGM Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-303
Closed -$6.54K – 379
2024
Q4 		$6.54K Hold
303
– – ﹤0.01% 1255
2024
Q3 		$7.37K Hold
303
– – ﹤0.01% 1161
2024
Q2 		$8.56K Buy
+303
New +$8.63K ﹤0.01% 1060
2023
Q4 		$9.17K Buy
+303
New +$8.65K ﹤0.01% 955
2023
Q3 		– Sell
-1,107
Closed -$49K – 1210
2023
Q2 		$49K Buy
+1,107
New +$44.8K 0.01% 374

Other funds holding ALGM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Coppell Advisory Solutions's ALGM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Allegro MicroSystems (ALGM) in Q1 2025, closing a stake of 303 shares — an estimated $6.54K sold.

Coppell Advisory Solutions first reported a position in ALGM in Q2 2023 and held it in 5 quarters. The position peaked at $49K in Q2 2023. 291 funds tracked by Wall St. Rank hold ALGM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Allegro MicroSystems position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 303 Allegro MicroSystems shares in Q1 2025, an estimated $6.54K.
  • Coppell Advisory Solutions first reported a position in Allegro MicroSystems in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Allegro MicroSystems position peaked at $49K in Q2 2023.
  • 291 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.