TCI Wealth Advisors’s Allete ALE Stock Holding History

TCI 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 Q4	–	Sell	-19	Closed	-$1K	–	2491
2022 Q3	$1K	Sell	19 -208	-92%	-$12.4K	﹤0.01%	2020
2022 Q2	$13K	Hold	227	–	–	﹤0.01%	833
2022 Q1	$15K	Buy	227 +208	+1,095%	+$13.4K	﹤0.01%	821
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	2148
2021 Q3	$1K	Hold	19	–	–	﹤0.01%	2220
2021 Q2	$1K	Hold	19	–	–	﹤0.01%	2168
2021 Q1	$1K	Hold	19	–	–	﹤0.01%	2018
2020 Q4	$1K	Hold	19	–	–	﹤0.01%	1319
2020 Q3	$1K	Buy	+19	New	+$1.06K	﹤0.01%	1247
2019 Q4	–	Sell	-52	Closed	-$5K	–	1520
2019 Q3	$5K	Buy	+52	New	+$4.47K	﹤0.01%	787
2018 Q1	–	Sell	-140	Closed	-$10K	–	1342
2017 Q4	$10K	Sell	140 -51	-27%	-$3.97K	﹤0.01%	625
2017 Q3	$15K	Hold	191	–	–	0.01%	510
2017 Q2	$14K	Buy	+191	New	+$13.6K	0.01%	521

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

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

AIP

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCI Wealth Advisors's ALE Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Allete (ALE) in Q4 2022, closing a stake of 19 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in ALE in Q2 2017 and held it in 13 quarters. The position peaked at $15K in Q1 2022. 305 funds tracked by Wall St. Rank hold ALE as of Q4 2022.

TCI Wealth Advisors reported no remaining Allete position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 19 Allete shares in Q4 2022, an estimated $1K.
TCI Wealth Advisors first reported a position in Allete in Q2 2017 and held it in 13 quarters.
TCI Wealth Advisors's Allete position peaked at $15K in Q1 2022.
305 funds tracked by Wall St. Rank held Allete as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.