Harvest Group Wealth Management’s Allete ALE Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-6	Closed	–	–	59
2020 Q4	$0	Buy	+6	New	+$340	﹤0.01%	633
2020 Q2	–	Sell	-63	Closed	-$3K	–	472
2020 Q1	$3K	Buy	63 +2	+3%	+$151	﹤0.01%	282
2019 Q4	$4K	Hold	61	–	–	﹤0.01%	404
2019 Q3	$5K	Buy	+61	New	+$5.25K	0.01%	399

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's ALE Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Allete (ALE) in Q1 2021, closing a stake of 6 shares.

Harvest Group Wealth Management first reported a position in ALE in Q3 2019 and held it in 4 quarters. The position peaked at $5K in Q3 2019. 270 funds tracked by Wall St. Rank hold ALE as of Q1 2021.

Harvest Group Wealth Management reported no remaining Allete position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 6 Allete shares in Q1 2021.
Harvest Group Wealth Management first reported a position in Allete in Q3 2019 and held it in 4 quarters.
Harvest Group Wealth Management's Allete position peaked at $5K in Q3 2019.
270 funds tracked by Wall St. Rank held Allete as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.