Selective Wealth Management’s Alliant Energy LNT Stock Holding History

Selective Wealth Management’s Portfolio LNT Stock Details LNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-650	Closed	-$34K	–	467
2022 Q3	$34K	Hold	650	–	–	0.01%	348
2022 Q2	$38K	Hold	650	–	–	0.01%	364
2022 Q1	$41K	Hold	650	–	–	0.01%	338
2021 Q4	$40K	Hold	650	–	–	0.02%	306
2021 Q3	$36K	Hold	650	–	–	0.02%	289
2021 Q2	$36K	Buy	+650	New	+$36.8K	0.03%	220

Other funds holding LNT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Selective Wealth Management's LNT Position: Q4 2022 in Review

Selective Wealth Management sold out of Alliant Energy (LNT) in Q4 2022, closing a stake of 650 shares — an estimated $34K sold.

Selective Wealth Management first reported a position in LNT in Q2 2021 and held it in 6 quarters. The position peaked at $41K in Q1 2022. 658 funds tracked by Wall St. Rank hold LNT as of Q4 2022.

Selective Wealth Management reported no remaining Alliant Energy position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 650 Alliant Energy shares in Q4 2022, an estimated $34K.
Selective Wealth Management first reported a position in Alliant Energy in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Alliant Energy position peaked at $41K in Q1 2022.
658 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.