FFA
ALLE icon

Founders Financial Alliance’s Allegion ALLE Stock Holding History

Founders Financial Alliance’s Portfolio ALLE Stock Details ALLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-90
Closed -$8K – 449
2020
Q3 		$8K Buy
+90
New +$9.14K ﹤0.01% 812

Other funds holding ALLE

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Founders Financial Alliance's ALLE Position: Q4 2020 in Review

Founders Financial Alliance sold out of Allegion (ALLE) in Q4 2020, closing a stake of 90 shares — an estimated $8K sold.

Founders Financial Alliance first reported a position in ALLE in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 502 funds tracked by Wall St. Rank hold ALLE as of Q4 2020.

  • Founders Financial Alliance reported no remaining Allegion position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 90 Allegion shares in Q4 2020, an estimated $8K.
  • Founders Financial Alliance first reported a position in Allegion in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Allegion position peaked at $8K in Q3 2020.
  • 502 funds tracked by Wall St. Rank held Allegion as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.