JWM
ALE

Janiczek Wealth Management’s Allete ALE Stock Holding History

Janiczek 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
2024
Q2 		$49.5K Buy
794
+175
+28% +$10.8K 0.01% 401
2024
Q1 		$36.9K Buy
619
+94
+18% +$5.52K 0.01% 456
2023
Q4 		$32.1K Sell
525
-185
-26% -$10.4K 0.01% 474
2023
Q3 		$37.5K Buy
710
+403
+131% +$22.7K 0.01% 410
2023
Q2 		$17.8K Sell
307
-58
-16% -$3.58K ﹤0.01% 479
2023
Q1 		$23.1K Buy
365
+135
+59% +$8.44K 0.01% 434
2022
Q4 		$15.2K Buy
230
+161
+233% +$9.55K ﹤0.01% 492
2022
Q3 		$3K Sell
69
-173
-71% -$10.3K ﹤0.01% 704
2022
Q2 		$15K Buy
242
+221
+1,052% +$13.5K ﹤0.01% 503
2022
Q1 		$1K Hold
21
– – ﹤0.01% 814
2021
Q4 		$1K Buy
21
+16
+320% +$1K ﹤0.01% 869
2021
Q3 		$0 Buy
+5
New +$338 ﹤0.01% 955

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janiczek Wealth Management's ALE Position: Q2 2024 in Review

Janiczek Wealth Management increased its Allete (ALE) stake by 28% in Q2 2024, buying an estimated $10.8K and bringing the position to 794 shares worth $49.5K. The position accounts for 0.01% of the portfolio, ranked #401.

Janiczek Wealth Management first reported a position in ALE in Q3 2021 and has held it in 12 quarters since. 333 funds tracked by Wall St. Rank hold ALE as of Q2 2024.

  • Janiczek Wealth Management held 794 shares of Allete worth $49.5K as of Q2 2024.
  • Janiczek Wealth Management bought 175 Allete shares in Q2 2024, an estimated $10.8K.
  • Allete made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #401 holding.
  • Janiczek Wealth Management first reported a position in Allete in Q3 2021 and has held it in 12 quarters since.
  • 333 funds tracked by Wall St. Rank held Allete as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.