TD Private Client Wealth’s Allete ALE Stock Holding History

TD Private Client Wealth’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	-31	Closed	-$1.55K	–	1213
2022 Q3	$1.55K	Hold	31	–	–	﹤0.01%	1129
2022 Q2	$1.82K	Hold	31	–	–	﹤0.01%	1140
2022 Q1	$2.08K	Hold	31	–	–	﹤0.01%	1167
2021 Q4	$2.06K	Sell	31 -5	-14%	-$313	﹤0.01%	1014
2021 Q3	$2.14K	Hold	36	–	–	﹤0.01%	1031
2021 Q2	$2.52K	Buy	36 +31	+620%	+$2.16K	﹤0.01%	1018
2021 Q1	$336	Hold	5	–	–	﹤0.01%	1153
2020 Q4	$310	Hold	5	–	–	﹤0.01%	1117
2020 Q3	$259	Hold	5	–	–	﹤0.01%	1082
2020 Q2	$273	Hold	5	–	–	﹤0.01%	1082
2020 Q1	$303	Hold	5	–	–	﹤0.01%	1007
2019 Q4	$406	Buy	+5	New	+$414	﹤0.01%	1011

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

TD Private Client Wealth's ALE Position: Q4 2022 in Review

TD Private Client Wealth sold out of Allete (ALE) in Q4 2022, closing a stake of 31 shares — an estimated $1.55K sold.

TD Private Client Wealth first reported a position in ALE in Q4 2019 and held it in 12 quarters. The position peaked at $2.52K in Q2 2021. 305 funds tracked by Wall St. Rank hold ALE as of Q4 2022.

TD Private Client Wealth reported no remaining Allete position as of Q4 2022 after selling out during the quarter.
TD Private Client Wealth sold 31 Allete shares in Q4 2022, an estimated $1.55K.
TD Private Client Wealth first reported a position in Allete in Q4 2019 and held it in 12 quarters.
TD Private Client Wealth's Allete position peaked at $2.52K in Q2 2021.
305 funds tracked by Wall St. Rank held Allete as of Q4 2022.

Based on TD Private Client Wealth's 13F filing for Q4 2022, filed 16 Aug 2024.