LWM
ALE

Ledge Wealth Management’s Allete ALE Stock Holding History

Ledge 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
2023
Q4 		$225K Buy
+3,684
New +$207K 0.09% 59
2023
Q3 		– Sell
-3,684
Closed -$214K – 61
2023
Q2 		$214K Buy
+3,684
New +$228K 0.1% 58

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ledge Wealth Management's ALE Position: Q4 2023 in Review

Ledge Wealth Management opened a new position in Allete (ALE) in Q4 2023: 3,684 shares worth $225K. The stake represents 0.09% of the portfolio and ranks #59 among its holdings. This is a return to the name: Ledge Wealth Management previously reported a position in ALE as recently as Q2 2023.

Ledge Wealth Management first reported a position in ALE in Q2 2023 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold ALE as of Q4 2023.

  • Ledge Wealth Management held 3,684 shares of Allete worth $225K as of Q4 2023.
  • Allete was a new Ledge Wealth Management position in Q4 2023.
  • Allete made up 0.09% of Ledge Wealth Management's portfolio in Q4 2023, its #59 holding.
  • Ledge Wealth Management first reported a position in Allete in Q2 2023 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held Allete as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.