MCC
ALE

Money Concepts Capital’s Allete ALE Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-200
Closed -$12.9K – 535
2022
Q4 		$12.9K Buy
+200
New +$11.9K ﹤0.01% 1889
2022
Q2 		– Sell
-200
Closed -$13K – 1468
2022
Q1 		$13K Buy
+200
New +$12.9K ﹤0.01% 1798

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
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

Money Concepts Capital's ALE Position: Q1 2023 in Review

Money Concepts Capital sold out of Allete (ALE) in Q1 2023, closing a stake of 200 shares — an estimated $12.9K sold.

Money Concepts Capital first reported a position in ALE in Q1 2022 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 288 funds tracked by Wall St. Rank hold ALE as of Q1 2023.

  • Money Concepts Capital reported no remaining Allete position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 200 Allete shares in Q1 2023, an estimated $12.9K.
  • Money Concepts Capital first reported a position in Allete in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Allete position peaked at $13K in Q1 2022.
  • 288 funds tracked by Wall St. Rank held Allete as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.