DB Wealth Management Group’s Allete ALE Stock Holding History

DB Wealth Management Group’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 Q4	$673	Hold	11	–	–	﹤0.01%	357
2023 Q3	$581	Hold	11	–	–	﹤0.01%	356
2023 Q2	$638	Hold	11	–	–	﹤0.01%	350
2023 Q1	$708	Hold	11	–	–	﹤0.01%	346
2022 Q4	$710	Buy	+11	New	+$653	﹤0.01%	338
2022 Q1	–	Sell	-11	Closed	-$1K	–	315
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	342
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	334
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	332
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	351
2020 Q4	$1K	Buy	+11	New	+$623	﹤0.01%	344

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DB Wealth Management Group's ALE Position: Q4 2023 in Review

DB Wealth Management Group held its Allete (ALE) position steady in Q4 2023 at 11 shares worth $673. The position accounts for ﹤0.01% of the portfolio, ranked #357.

DB Wealth Management Group first reported a position in ALE in Q4 2020 and has held it in 10 quarters since. The position peaked at $1K in Q4 2021. 320 funds tracked by Wall St. Rank hold ALE as of Q4 2023.

DB Wealth Management Group held 11 shares of Allete worth $673 as of Q4 2023.
DB Wealth Management Group left its Allete share count unchanged in Q4 2023.
Allete made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #357 holding.
DB Wealth Management Group first reported a position in Allete in Q4 2020 and has held it in 10 quarters since.
DB Wealth Management Group's Allete position peaked at $1K in Q4 2021.
320 funds tracked by Wall St. Rank held Allete as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.