Outlook Wealth Advisors’s Allegro MicroSystems ALGM Stock Holding History

Outlook Wealth Advisors’s Portfolio ALGM Stock Details ALGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-18,048	Closed	-$576K	–	248
2023 Q3	$576K	Sell	18,048 -1,466	-8%	-$59.6K	0.22%	111
2023 Q2	$881K	Buy	19,514 +2,558	+15%	+$104K	0.33%	71
2023 Q1	$814K	Buy	+16,956	New	+$690K	0.36%	66

Other funds holding ALGM

OCA

OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Outlook Wealth Advisors's ALGM Position: Q4 2023 in Review

Outlook Wealth Advisors sold out of Allegro MicroSystems (ALGM) in Q4 2023, closing a stake of 18,048 shares — an estimated $576K sold.

Outlook Wealth Advisors first reported a position in ALGM in Q1 2023 and held it in 3 quarters. The position peaked at $881K in Q2 2023. 288 funds tracked by Wall St. Rank hold ALGM as of Q4 2023.

Outlook Wealth Advisors reported no remaining Allegro MicroSystems position as of Q4 2023 after selling out during the quarter.
Outlook Wealth Advisors sold 18,048 Allegro MicroSystems shares in Q4 2023, an estimated $576K.
Outlook Wealth Advisors first reported a position in Allegro MicroSystems in Q1 2023 and held it in 3 quarters.
Outlook Wealth Advisors's Allegro MicroSystems position peaked at $881K in Q2 2023.
288 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q4 2023.

Based on Outlook Wealth Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.