Lenox Wealth Advisors’s Allete ALE Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	–	Sell	-24	Closed	-$2K	–	757
2021 Q4	$2K	Buy	+24	New	+$1.5K	﹤0.01%	690
2019 Q2	–	Sell	-64	Closed	-$5K	–	410
2019 Q1	$5K	Buy	+64	New	+$5.04K	﹤0.01%	350

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

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lenox Wealth Advisors's ALE Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Allete (ALE) in Q1 2022, closing a stake of 24 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in ALE in Q1 2019 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 287 funds tracked by Wall St. Rank hold ALE as of Q1 2022.

Lenox Wealth Advisors reported no remaining Allete position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 24 Allete shares in Q1 2022, an estimated $2K.
Lenox Wealth Advisors first reported a position in Allete in Q1 2019 and held it in 2 quarters.
Lenox Wealth Advisors's Allete position peaked at $5K in Q1 2019.
287 funds tracked by Wall St. Rank held Allete as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.