Crewe Advisors’s Allete ALE Stock Holding History

Crewe 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
2023 Q1	–	Sell	-77	Closed	-$4.97K	–	818
2022 Q4	$4.97K	Hold	77	–	–	﹤0.01%	677
2022 Q3	$4K	Hold	77	–	–	﹤0.01%	874
2022 Q2	$5K	Buy	+77	New	+$4.71K	﹤0.01%	741

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

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

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Crewe Advisors's ALE Position: Q1 2023 in Review

Crewe Advisors sold out of Allete (ALE) in Q1 2023, closing a stake of 77 shares — an estimated $4.97K sold.

Crewe Advisors first reported a position in ALE in Q2 2022 and held it in 3 quarters. The position peaked at $5K in Q2 2022. 288 funds tracked by Wall St. Rank hold ALE as of Q1 2023.

Crewe Advisors reported no remaining Allete position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 77 Allete shares in Q1 2023, an estimated $4.97K.
Crewe Advisors first reported a position in Allete in Q2 2022 and held it in 3 quarters.
Crewe Advisors's Allete position peaked at $5K in Q2 2022.
288 funds tracked by Wall St. Rank held Allete as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.