IFP Advisors’s Allegro MicroSystems ALGM Stock Holding History

IFP Advisors’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
2026 Q1	$252	Sell	8 -46	-85%	-$1.59K	﹤0.01%	4576
2025 Q4	$1.43K	Buy	54 +27	+100%	+$743	﹤0.01%	3951
2025 Q3	$788	Buy	+27	New	+$873	﹤0.01%	4029
2025 Q2	–	Hold	0	–	–	–	2616
2025 Q1	–	Sell	-33	Closed	-$824	–	3331
2024 Q4	$2.51K	Sell	33 -41	-55%	-$873	﹤0.01%	3015
2024 Q3	$1.72K	Sell	74 -383	-84%	-$9.63K	﹤0.01%	2950
2024 Q2	$12.9K	Buy	457 +43	+10%	+$1.22K	﹤0.01%	2257
2024 Q1	$11.2K	Buy	+414	New	+$12K	﹤0.01%	2192
2023 Q3	–	Sell	-19	Closed	-$858	–	3299
2023 Q2	$858	Buy	19 +2	+12%	+$81	﹤0.01%	3113
2023 Q1	$301	Sell	17 -223	-93%	-$9.07K	﹤0.01%	3240
2022 Q4	$10K	Sell	240 -31	-11%	-$846	﹤0.01%	3357
2022 Q3	$11K	Buy	271 +160	+144%	+$3.71K	﹤0.01%	3546
2022 Q2	$3K	Hold	111	–	–	﹤0.01%	3948
2022 Q1	$3K	Buy	+111	New	+$3.17K	﹤0.01%	3948
2021 Q3	–	Hold	0	–	–	–	3406
2021 Q2	–	Hold	0	–	–	–	3095
2021 Q1	–	Hold	0	–	–	–	3042

Other funds holding ALGM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management

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