Legacy Financial Group (Iowa)’s Allete ALE Stock Holding History

Legacy Financial Group (Iowa)’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	–	Sell	-105	Closed	-$5.54K	–	43
2023 Q3	$5.54K	Buy	+105	New	+$5.91K	﹤0.01%	377

Other funds holding ALE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Financial Group (Iowa)'s ALE Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Allete (ALE) in Q4 2023, closing a stake of 105 shares — an estimated $5.54K sold.

Legacy Financial Group (Iowa) first reported a position in ALE in Q3 2023 and held it in 1 quarter. The position peaked at $5.54K in Q3 2023. 320 funds tracked by Wall St. Rank hold ALE as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining Allete position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 105 Allete shares in Q4 2023, an estimated $5.54K.
Legacy Financial Group (Iowa) first reported a position in Allete in Q3 2023 and held it in 1 quarter.
Legacy Financial Group (Iowa)'s Allete position peaked at $5.54K in Q3 2023.
320 funds tracked by Wall St. Rank held Allete as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.