Wealthcare Advisory Partners’s Allete ALE Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-195	Closed	-$13K	–	586
2021 Q1	$13K	Buy	+195	New	+$12.8K	﹤0.01%	1359
2020 Q2	–	Sell	-195	Closed	-$12K	–	349
2020 Q1	$12K	Hold	195	–	–	﹤0.01%	865
2019 Q4	$16K	Hold	195	–	–	﹤0.01%	821
2019 Q3	$17K	Hold	195	–	–	﹤0.01%	785
2019 Q2	$16K	Hold	195	–	–	﹤0.01%	771
2019 Q1	$16K	Hold	195	–	–	﹤0.01%	707
2018 Q4	$15K	Hold	195	–	–	﹤0.01%	695
2018 Q3	$15K	Hold	195	–	–	﹤0.01%	745
2018 Q2	$15K	Buy	195 +27	+16%	+$2.02K	﹤0.01%	732
2018 Q1	$12K	Buy	+168	New	+$11.9K	﹤0.01%	680

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

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

Wealthcare Advisory Partners's ALE Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Allete (ALE) in Q2 2021, closing a stake of 195 shares — an estimated $13K sold.

Wealthcare Advisory Partners first reported a position in ALE in Q1 2018 and held it in 10 quarters. The position peaked at $17K in Q3 2019. 251 funds tracked by Wall St. Rank hold ALE as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Allete position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 195 Allete shares in Q2 2021, an estimated $13K.
Wealthcare Advisory Partners first reported a position in Allete in Q1 2018 and held it in 10 quarters.
Wealthcare Advisory Partners's Allete position peaked at $17K in Q3 2019.
251 funds tracked by Wall St. Rank held Allete as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.