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Householder Group Estate & Retirement Specialist’s Allegro MicroSystems ALGM Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio ALGM Stock Details ALGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$4K – 556
2024
Q3 		$4K Hold
200
– – ﹤0.01% 946
2024
Q2 		$5K Hold
200
– – ﹤0.01% 926
2024
Q1 		$5.39K Hold
200
– – ﹤0.01% 920
2023
Q4 		$6K Hold
200
– – ﹤0.01% 852
2023
Q3 		$6.39K Buy
+200
New +$8.13K ﹤0.01% 881
2023
Q1 		$10K Buy
+200
New +$8.14K ﹤0.01% 799

Other funds holding ALGM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ALGM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Allegro MicroSystems (ALGM) in Q4 2024, closing a stake of 200 shares — an estimated $4K sold.

Householder Group Estate & Retirement Specialist first reported a position in ALGM in Q1 2023 and held it in 6 quarters. The position peaked at $10K in Q1 2023. 256 funds tracked by Wall St. Rank hold ALGM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Allegro MicroSystems position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 200 Allegro MicroSystems shares in Q4 2024, an estimated $4K.
  • Householder Group Estate & Retirement Specialist first reported a position in Allegro MicroSystems in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Allegro MicroSystems position peaked at $10K in Q1 2023.
  • 256 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.