Accredited Wealth Management’s Allstate ALL Stock Holding History

Accredited 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
2025 Q1	–	Sell	-60	Closed	-$11.6K	–	367
2024 Q4	$11.6K	Buy	+60	New	+$11.6K	0.01%	237

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accredited Wealth Management's ALL Position: Q1 2025 in Review

Accredited Wealth Management sold out of Allstate (ALL) in Q1 2025, closing a stake of 60 shares — an estimated $11.6K sold.

Accredited Wealth Management first reported a position in ALL in Q4 2024 and held it in 1 quarter. The position peaked at $11.6K in Q4 2024. 1,570 funds tracked by Wall St. Rank hold ALL as of Q1 2025.

Accredited Wealth Management reported no remaining Allstate position as of Q1 2025 after selling out during the quarter.
Accredited Wealth Management sold 60 Allstate shares in Q1 2025, an estimated $11.6K.
Accredited Wealth Management first reported a position in Allstate in Q4 2024 and held it in 1 quarter.
Accredited Wealth Management's Allstate position peaked at $11.6K in Q4 2024.
1,570 funds tracked by Wall St. Rank held Allstate as of Q1 2025.

Based on Accredited Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.