MFT
ALE

Moisand Fitzgerald Tamayo’s Allete ALE Stock Holding History

Moisand Fitzgerald Tamayo’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
Q3 		– Sell
-19
Closed -$1.1K – 769
2023
Q2 		$1.1K Hold
19
– – ﹤0.01% 640
2023
Q1 		$1.22K Hold
19
– – ﹤0.01% 641
2022
Q4 		$1.23K Buy
+19
New +$1.13K ﹤0.01% 639

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moisand Fitzgerald Tamayo's ALE Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of Allete (ALE) in Q3 2023, closing a stake of 19 shares — an estimated $1.1K sold.

Moisand Fitzgerald Tamayo first reported a position in ALE in Q4 2022 and held it in 3 quarters. The position peaked at $1.23K in Q4 2022. 306 funds tracked by Wall St. Rank hold ALE as of Q3 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Allete position as of Q3 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 19 Allete shares in Q3 2023, an estimated $1.1K.
  • Moisand Fitzgerald Tamayo first reported a position in Allete in Q4 2022 and held it in 3 quarters.
  • Moisand Fitzgerald Tamayo's Allete position peaked at $1.23K in Q4 2022.
  • 306 funds tracked by Wall St. Rank held Allete as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.