Prosperity Financial Group’s Allegro MicroSystems ALGM Stock Holding History

Prosperity Financial 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
2024 Q4	–	Sell	-10,657	Closed	-$248K	–	175
2024 Q3	$248K	Buy	10,657 +784	+8%	+$19.7K	0.14%	128
2024 Q2	$279K	Buy	9,873 +874	+10%	+$24.9K	0.18%	110
2024 Q1	$243K	Buy	8,999 +664	+8%	+$19.2K	0.15%	122
2023 Q4	$252K	Buy	8,335 +339	+4%	+$9.68K	0.18%	105
2023 Q3	$255K	Buy	7,996 +395	+5%	+$16K	0.21%	91
2023 Q2	$343K	Buy	7,601 +503	+7%	+$20.4K	0.3%	76
2023 Q1	$341K	Buy	7,098 +110	+2%	+$4.48K	0.34%	67
2022 Q4	$210K	Buy	+6,988	New	+$191K	0.23%	83

Other funds holding ALGM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Prosperity Financial Group's ALGM Position: Q4 2024 in Review

Prosperity Financial Group sold out of Allegro MicroSystems (ALGM) in Q4 2024, closing a stake of 10,657 shares — an estimated $248K sold.

Prosperity Financial Group first reported a position in ALGM in Q4 2022 and held it in 8 quarters. The position peaked at $343K in Q2 2023. 256 funds tracked by Wall St. Rank hold ALGM as of Q4 2024.

Prosperity Financial Group reported no remaining Allegro MicroSystems position as of Q4 2024 after selling out during the quarter.
Prosperity Financial Group sold 10,657 Allegro MicroSystems shares in Q4 2024, an estimated $248K.
Prosperity Financial Group first reported a position in Allegro MicroSystems in Q4 2022 and held it in 8 quarters.
Prosperity Financial Group's Allegro MicroSystems position peaked at $343K in Q2 2023.
256 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q4 2024.

Based on Prosperity Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.