USCWA
ALE

U.S. Capital Wealth Advisors’s Allete ALE Stock Holding History

U.S. Capital 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
2023
Q1 		– Sell
-82
Closed -$5.29K – 664
2022
Q4 		$5.29K Buy
+82
New +$4.87K ﹤0.01% 1374

Other funds holding ALE

BlackRock
BlackRock New York $5.72T 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
Victory Capital Management
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

U.S. Capital Wealth Advisors's ALE Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Allete (ALE) in Q1 2023, closing a stake of 82 shares — an estimated $5.29K sold.

U.S. Capital Wealth Advisors first reported a position in ALE in Q4 2022 and held it in 1 quarter. The position peaked at $5.29K in Q4 2022. 288 funds tracked by Wall St. Rank hold ALE as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Allete position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 82 Allete shares in Q1 2023, an estimated $5.29K.
  • U.S. Capital Wealth Advisors first reported a position in Allete in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Allete position peaked at $5.29K in Q4 2022.
  • 288 funds tracked by Wall St. Rank held Allete as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.