JWM
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Janiczek Wealth Management’s Allegro MicroSystems ALGM Stock Holding History

Janiczek Wealth Management’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
Q2 		$27K Buy
957
+60
+7% +$1.71K 0.01% 509
2024
Q1 		$24.2K Sell
897
-5
-0.6% -$144 0.01% 534
2023
Q4 		$27.3K Sell
902
-26
-3% -$742 0.01% 500
2023
Q3 		$29.6K Sell
928
-83
-8% -$3.37K 0.01% 458
2023
Q2 		$45.6K Hold
1,011
– – 0.01% 331
2023
Q1 		$45.5K Hold
1,011
– – 0.01% 326
2022
Q4 		$33.9K Sell
1,011
-30
-3% -$818 0.01% 367
2022
Q3 		$23K Buy
1,041
+417
+67% +$9.68K 0.01% 426
2022
Q2 		$15K Sell
624
-773
-55% -$18.5K ﹤0.01% 504
2022
Q1 		$40K Buy
1,397
+168
+14% +$4.8K 0.01% 341
2021
Q4 		$44K Buy
1,229
+308
+33% +$10K 0.01% 328
2021
Q3 		$29K Buy
921
+173
+23% +$5.1K 0.01% 385
2021
Q2 		$21K Buy
748
+552
+282% +$14.4K 0.01% 411
2021
Q1 		$5K Buy
+196
New +$5.6K ﹤0.01% 632

Other funds holding ALGM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Janiczek Wealth Management increased its Allegro MicroSystems (ALGM) stake by 6.7% in Q2 2024, buying an estimated $1.71K and bringing the position to 957 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #509.

Janiczek Wealth Management first reported a position in ALGM in Q1 2021 and has held it in 14 quarters since. The position peaked at $45.6K in Q2 2023. 268 funds tracked by Wall St. Rank hold ALGM as of Q2 2024.

  • Janiczek Wealth Management held 957 shares of Allegro MicroSystems worth $27K as of Q2 2024.
  • Janiczek Wealth Management bought 60 Allegro MicroSystems shares in Q2 2024, an estimated $1.71K.
  • Allegro MicroSystems made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #509 holding.
  • Janiczek Wealth Management first reported a position in Allegro MicroSystems in Q1 2021 and has held it in 14 quarters since.
  • Janiczek Wealth Management's Allegro MicroSystems position peaked at $45.6K in Q2 2023.
  • 268 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q2 2024.

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