PWPS
ALE

Pinnacle Wealth Planning Services’s Allete ALE Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-1,101
Closed -$68K – 394
2020
Q4 		$68K Buy
+1,101
New +$62.4K 0.02% 641

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's ALE Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Allete (ALE) in Q1 2021, closing a stake of 1,101 shares — an estimated $68K sold.

Pinnacle Wealth Planning Services first reported a position in ALE in Q4 2020 and held it in 1 quarter. The position peaked at $68K in Q4 2020. 270 funds tracked by Wall St. Rank hold ALE as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Allete position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,101 Allete shares in Q1 2021, an estimated $68K.
  • Pinnacle Wealth Planning Services first reported a position in Allete in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Allete position peaked at $68K in Q4 2020.
  • 270 funds tracked by Wall St. Rank held Allete as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.