UWM
ALE

USAdvisors Wealth Management’s Allete ALE Stock Holding History

USAdvisors Wealth Management’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
Q4 		– Sell
-3,450
Closed -$205K – 131
2021
Q3 		$205K Buy
+3,450
New +$233K 0.09% 110
2021
Q1 		– Sell
-3,950
Closed -$244K – 104
2020
Q4 		$244K Buy
3,950
+60
+2% +$3.4K 0.12% 79
2020
Q3 		$201 Sell
3,890
-162
-4% -$9.03K 0.03% 68
2020
Q2 		$221K Hold
4,052
– – 0.12% 68
2020
Q1 		$246K Buy
+4,052
New +$306K 0.15% 63

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
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USAdvisors Wealth Management's ALE Position: Q4 2021 in Review

USAdvisors Wealth Management sold out of Allete (ALE) in Q4 2021, closing a stake of 3,450 shares — an estimated $205K sold.

USAdvisors Wealth Management first reported a position in ALE in Q1 2020 and held it in 5 quarters. The position peaked at $246K in Q1 2020. 282 funds tracked by Wall St. Rank hold ALE as of Q4 2021.

  • USAdvisors Wealth Management reported no remaining Allete position as of Q4 2021 after selling out during the quarter.
  • USAdvisors Wealth Management sold 3,450 Allete shares in Q4 2021, an estimated $205K.
  • USAdvisors Wealth Management first reported a position in Allete in Q1 2020 and held it in 5 quarters.
  • USAdvisors Wealth Management's Allete position peaked at $246K in Q1 2020.
  • 282 funds tracked by Wall St. Rank held Allete as of Q4 2021.

Based on USAdvisors Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.