FPWM
ALE

FSB Premier Wealth Management’s Allete ALE Stock Holding History

FSB Premier Wealth Management’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
Q1 		– Sell
-536
Closed -$35K – 148
2021
Q4 		$35K Buy
+536
New +$33.6K 0.01% 278

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
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

FSB Premier Wealth Management's ALE Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Allete (ALE) in Q1 2022, closing a stake of 536 shares — an estimated $35K sold.

FSB Premier Wealth Management first reported a position in ALE in Q4 2021 and held it in 1 quarter. The position peaked at $35K in Q4 2021. 287 funds tracked by Wall St. Rank hold ALE as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Allete position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 536 Allete shares in Q1 2022, an estimated $35K.
  • FSB Premier Wealth Management first reported a position in Allete in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Allete position peaked at $35K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Allete as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.