Personal Wealth Partners’s Allete ALE Stock Holding History

Personal Wealth Partners’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
2021 Q3	–	Sell	-266	Closed	-$19K	–	88
2021 Q2	$19K	Buy	+266	New	+$18.5K	0.01%	215
2020 Q1	–	Sell	-269	Closed	-$22K	–	82
2019 Q4	$22K	Hold	269	–	–	0.01%	189
2019 Q3	$24K	Buy	269 +3	+1%	+$258	0.01%	188
2019 Q2	$22K	Buy	+266	New	+$21.9K	0.01%	178

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

Personal Wealth Partners's ALE Position: Q3 2021 in Review

Personal Wealth Partners sold out of Allete (ALE) in Q3 2021, closing a stake of 266 shares — an estimated $19K sold.

Personal Wealth Partners first reported a position in ALE in Q2 2019 and held it in 4 quarters. The position peaked at $24K in Q3 2019. 268 funds tracked by Wall St. Rank hold ALE as of Q3 2021.

Personal Wealth Partners reported no remaining Allete position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 266 Allete shares in Q3 2021, an estimated $19K.
Personal Wealth Partners first reported a position in Allete in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Allete position peaked at $24K in Q3 2019.
268 funds tracked by Wall St. Rank held Allete as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.