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JFS Wealth Advisors’s Allegro MicroSystems ALGM Stock Holding History

JFS Wealth 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
2025
Q2 		– Sell
-1
Closed -$26 – 1867
2025
Q1 		$26 Hold
1
– – ﹤0.01% 1915
2024
Q4 		$22 Sell
1
-21
-95% -$447 ﹤0.01% 1924
2024
Q3 		$513 Sell
22
-2
-8% -$50 ﹤0.01% 1794
2024
Q2 		$678 Hold
24
– – ﹤0.01% 1761
2024
Q1 		$648 Hold
24
– – ﹤0.01% 1741
2023
Q4 		$727 Buy
24
+22
+1,100% +$628 ﹤0.01% 1722
2023
Q3 		$64 Sell
2
-9
-82% -$366 ﹤0.01% 1922
2023
Q2 		$497 Buy
+11
New +$445 ﹤0.01% 1761

Other funds holding ALGM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JFS Wealth Advisors's ALGM Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Allegro MicroSystems (ALGM) in Q2 2025, closing a stake of 1 share — an estimated $26 sold.

JFS Wealth Advisors first reported a position in ALGM in Q2 2023 and held it in 8 quarters. The position peaked at $727 in Q4 2023. 273 funds tracked by Wall St. Rank hold ALGM as of Q2 2025.

  • JFS Wealth Advisors reported no remaining Allegro MicroSystems position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 1 Allegro MicroSystems share in Q2 2025, an estimated $26.
  • JFS Wealth Advisors first reported a position in Allegro MicroSystems in Q2 2023 and held it in 8 quarters.
  • JFS Wealth Advisors's Allegro MicroSystems position peaked at $727 in Q4 2023.
  • 273 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.