Sutton Wealth Advisors’s Allete ALE Stock Holding History

Sutton Wealth Advisors’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
2022 Q3	–	Sell	-12	Closed	-$714	–	1637
2022 Q2	$705	Buy	+12	New	+$734	﹤0.01%	1377
2018 Q4	–	Sell	-159	Closed	-$11.9K	–	1132
2018 Q3	$11.9K	Hold	159	–	–	0.01%	753
2018 Q2	$12.3K	Sell	159 -181	-53%	-$13.6K	0.01%	780
2018 Q1	$24.6K	Sell	340 -596	-64%	-$42.1K	0.02%	489
2017 Q4	$69.6K	Hold	936	–	–	0.05%	221
2017 Q3	$72.3K	Hold	936	–	–	0.06%	221
2017 Q2	$67.1K	Hold	936	–	–	0.05%	225
2017 Q1	$63.4K	Hold	936	–	–	0.05%	225
2016 Q4	$60.1K	Hold	936	–	–	0.05%	233
2016 Q3	$55.8K	Hold	936	–	–	0.05%	238
2016 Q2	$60.5K	Hold	936	–	–	0.06%	221
2016 Q1	$52.5K	Buy	+936	New	+$49.9K	0.05%	240

Other funds holding ALE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's ALE Position: Q3 2022 in Review

Sutton Wealth Advisors sold out of Allete (ALE) in Q3 2022, closing a stake of 12 shares — an estimated $714 sold.

Sutton Wealth Advisors first reported a position in ALE in Q1 2016 and held it in 12 quarters. The position peaked at $72.3K in Q3 2017. 284 funds tracked by Wall St. Rank hold ALE as of Q3 2022.

Sutton Wealth Advisors reported no remaining Allete position as of Q3 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 12 Allete shares in Q3 2022, an estimated $714.
Sutton Wealth Advisors first reported a position in Allete in Q1 2016 and held it in 12 quarters.
Sutton Wealth Advisors's Allete position peaked at $72.3K in Q3 2017.
284 funds tracked by Wall St. Rank held Allete as of Q3 2022.

Based on Sutton Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2023.