PWMG
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Prestige Wealth Management Group’s Allegro MicroSystems ALGM Stock Holding History

Prestige Wealth Management Group’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
Q1 		– Sell
-254
Closed -$7.63K – 1056
2022
Q4 		$7.63K Hold
254
– – ﹤0.01% 518
2022
Q3 		$6K Hold
254
– – ﹤0.01% 502
2022
Q2 		$5K Hold
254
– – ﹤0.01% 565
2022
Q1 		$7K Hold
254
– – ﹤0.01% 526
2021
Q4 		$9K Buy
+254
New +$8.27K ﹤0.01% 493

Other funds holding ALGM

OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Prestige Wealth Management Group's ALGM Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of Allegro MicroSystems (ALGM) in Q1 2023, closing a stake of 254 shares — an estimated $7.63K sold.

Prestige Wealth Management Group first reported a position in ALGM in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 313 funds tracked by Wall St. Rank hold ALGM as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining Allegro MicroSystems position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 254 Allegro MicroSystems shares in Q1 2023, an estimated $7.63K.
  • Prestige Wealth Management Group first reported a position in Allegro MicroSystems in Q4 2021 and held it in 5 quarters.
  • Prestige Wealth Management Group's Allegro MicroSystems position peaked at $9K in Q4 2021.
  • 313 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.