Accel Wealth Management’s Allstate ALL Stock Holding History

Accel Wealth Management’s Portfolio ALL Stock Details ALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-337	Closed	-$37.3K	–	198
2023 Q1	$37.3K	Hold	337	–	–	0.02%	547
2022 Q4	$45.7K	Hold	337	–	–	0.02%	377
2022 Q3	$45K	Hold	337	–	–	0.02%	386
2022 Q2	$41K	Hold	337	–	–	0.02%	385
2022 Q1	$47K	Hold	337	–	–	0.02%	385
2021 Q4	$40K	Hold	337	–	–	0.02%	417
2021 Q3	$43K	Hold	337	–	–	0.03%	345
2021 Q2	$44K	Hold	337	–	–	0.03%	361
2021 Q1	$39K	Hold	337	–	–	0.03%	359
2020 Q4	$37K	Buy	+337	New	+$33.1K	0.03%	353

Other funds holding ALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Accel Wealth Management's ALL Position: Q2 2023 in Review

Accel Wealth Management sold out of Allstate (ALL) in Q2 2023, closing a stake of 337 shares — an estimated $37.3K sold.

Accel Wealth Management first reported a position in ALL in Q4 2020 and held it in 10 quarters. The position peaked at $47K in Q1 2022. 1,134 funds tracked by Wall St. Rank hold ALL as of Q2 2023.

Accel Wealth Management reported no remaining Allstate position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 337 Allstate shares in Q2 2023, an estimated $37.3K.
Accel Wealth Management first reported a position in Allstate in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Allstate position peaked at $47K in Q1 2022.
1,134 funds tracked by Wall St. Rank held Allstate as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.