CIA
ALE

CSat Investment Advisory’s Allete ALE Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-203
Closed -$11K – 536
2020
Q3 		$11K Buy
203
+27
+15% +$1.5K ﹤0.01% 1016
2020
Q2 		$10K Buy
176
+25
+17% +$1.42K ﹤0.01% 1035
2020
Q1 		$9K Buy
151
+28
+23% +$2.12K ﹤0.01% 931
2019
Q4 		$10K Buy
123
+14
+13% +$1.16K ﹤0.01% 976
2019
Q3 		$10K Buy
109
+14
+15% +$1.21K ﹤0.01% 911
2019
Q2 		$8K Buy
+95
New +$7.82K ﹤0.01% 932

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSat Investment Advisory's ALE Position: Q4 2020 in Review

CSat Investment Advisory sold out of Allete (ALE) in Q4 2020, closing a stake of 203 shares — an estimated $11K sold.

CSat Investment Advisory first reported a position in ALE in Q2 2019 and held it in 6 quarters. The position peaked at $11K in Q3 2020. 267 funds tracked by Wall St. Rank hold ALE as of Q4 2020.

  • CSat Investment Advisory reported no remaining Allete position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 203 Allete shares in Q4 2020, an estimated $11K.
  • CSat Investment Advisory first reported a position in Allete in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Allete position peaked at $11K in Q3 2020.
  • 267 funds tracked by Wall St. Rank held Allete as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.