TRUE Private Wealth Advisors’s Allete ALE Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-238	Closed	-$14K	–	246
2020 Q4	$14K	Hold	238	–	–	﹤0.01%	498
2020 Q3	$12K	Hold	238	–	–	﹤0.01%	467
2020 Q2	$12K	Hold	238	–	–	﹤0.01%	459
2020 Q1	$14K	Hold	238	–	–	﹤0.01%	400
2019 Q4	$19K	Buy	+238	New	+$19.7K	﹤0.01%	496
2019 Q3	–	Sell	-238	Closed	-$19K	–	223
2019 Q2	$19K	Buy	+238	New	+$19.6K	﹤0.01%	459
2018 Q4	–	Sell	-238	Closed	-$17.9K	–	248
2018 Q3	$17.9K	Buy	+238	New	+$18.3K	﹤0.01%	630

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

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

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

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

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

TRUE Private Wealth Advisors's ALE Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Allete (ALE) in Q1 2021, closing a stake of 238 shares — an estimated $14K sold.

TRUE Private Wealth Advisors first reported a position in ALE in Q3 2018 and held it in 7 quarters. The position peaked at $19K in Q4 2019. 270 funds tracked by Wall St. Rank hold ALE as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Allete position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 238 Allete shares in Q1 2021, an estimated $14K.
TRUE Private Wealth Advisors first reported a position in Allete in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Allete position peaked at $19K in Q4 2019.
270 funds tracked by Wall St. Rank held Allete as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.