DWP
ALE

Destiny Wealth Partners’s Allete ALE Stock Holding History

Destiny Wealth Partners’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
2022
Q4 		– Sell
-5,053
Closed -$253K – 682
2022
Q3 		$253K Buy
5,053
+1,336
+36% +$79.4K 0.06% 166
2022
Q2 		$218K Buy
+3,717
New +$227K 0.05% 171

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
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Destiny Wealth Partners's ALE Position: Q4 2022 in Review

Destiny Wealth Partners sold out of Allete (ALE) in Q4 2022, closing a stake of 5,053 shares — an estimated $253K sold.

Destiny Wealth Partners first reported a position in ALE in Q2 2022 and held it in 2 quarters. The position peaked at $253K in Q3 2022. 305 funds tracked by Wall St. Rank hold ALE as of Q4 2022.

  • Destiny Wealth Partners reported no remaining Allete position as of Q4 2022 after selling out during the quarter.
  • Destiny Wealth Partners sold 5,053 Allete shares in Q4 2022, an estimated $253K.
  • Destiny Wealth Partners first reported a position in Allete in Q2 2022 and held it in 2 quarters.
  • Destiny Wealth Partners's Allete position peaked at $253K in Q3 2022.
  • 305 funds tracked by Wall St. Rank held Allete as of Q4 2022.

Based on Destiny Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.