SFS
ALE

Sowell Financial Services’s Allete ALE Stock Holding History

Sowell Financial 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
2025
Q3 		– Sell
-4,831
Closed -$310K – 1071
2025
Q2 		$310K Sell
4,831
-24
-0.5% -$1.56K 0.01% 771
2025
Q1 		$319K Buy
+4,855
New +$318K 0.01% 735
2021
Q2 		– Sell
-42
Closed -$3K – 584
2021
Q1 		$3K Hold
42
– – ﹤0.01% 2708
2020
Q4 		$3K Hold
42
– – ﹤0.01% 2380
2020
Q3 		$2K Hold
42
– – ﹤0.01% 2190
2020
Q2 		$2K Sell
42
-90
-68% -$5.1K ﹤0.01% 2111
2020
Q1 		$8K Buy
132
+26
+25% +$1.97K ﹤0.01% 1667
2019
Q4 		$9K Buy
106
+19
+22% +$1.57K ﹤0.01% 1703
2019
Q3 		$8K Buy
+87
New +$7.49K ﹤0.01% 1594

Other funds holding ALE

BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return