SkyOak Wealth’s Allegro MicroSystems ALGM Stock Holding History

SkyOak Wealth’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 Q2	–	Sell	-10,568	Closed	-$507K	–	245
2023 Q1	$507K	Buy	+10,568	New	+$430K	0.15%	113

Other funds holding ALGM

OCA

OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

SkyOak Wealth's ALGM Position: Q2 2023 in Review

SkyOak Wealth sold out of Allegro MicroSystems (ALGM) in Q2 2023, closing a stake of 10,568 shares — an estimated $507K sold.

SkyOak Wealth first reported a position in ALGM in Q1 2023 and held it in 1 quarter. The position peaked at $507K in Q1 2023. 353 funds tracked by Wall St. Rank hold ALGM as of Q2 2023.

SkyOak Wealth reported no remaining Allegro MicroSystems position as of Q2 2023 after selling out during the quarter.
SkyOak Wealth sold 10,568 Allegro MicroSystems shares in Q2 2023, an estimated $507K.
SkyOak Wealth first reported a position in Allegro MicroSystems in Q1 2023 and held it in 1 quarter.
SkyOak Wealth's Allegro MicroSystems position peaked at $507K in Q1 2023.
353 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q2 2023.

Based on SkyOak Wealth's 13F filing for Q2 2023, filed 20 Jul 2023.