KFS
ALGM icon

Kelly Financial Services’s Allegro MicroSystems ALGM Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-24
Closed -$678 – 138
2024
Q2 		$678 Buy
+24
New +$683 ﹤0.01% 683

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kelly Financial Services's ALGM Position: Q3 2024 in Review

Kelly Financial Services sold out of Allegro MicroSystems (ALGM) in Q3 2024, closing a stake of 24 shares — an estimated $678 sold.

Kelly Financial Services first reported a position in ALGM in Q2 2024 and held it in 1 quarter. The position peaked at $678 in Q2 2024. 248 funds tracked by Wall St. Rank hold ALGM as of Q3 2024.

  • Kelly Financial Services reported no remaining Allegro MicroSystems position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 24 Allegro MicroSystems shares in Q3 2024, an estimated $678.
  • Kelly Financial Services first reported a position in Allegro MicroSystems in Q2 2024 and held it in 1 quarter.
  • Kelly Financial Services's Allegro MicroSystems position peaked at $678 in Q2 2024.
  • 248 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.