AWM
ALL icon

Alterna Wealth Management’s Allstate ALL Stock Holding History

Alterna 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
2020
Q3 		– Sell
-3,450
Closed -$335K – 90
2020
Q2 		$335K Buy
+3,450
New +$339K 0.4% 64
2019
Q1 		– Sell
-2,939
Closed -$260K – 113
2018
Q4 		$260K Buy
+2,939
New +$264K 0.04% 280

Other funds holding ALL

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Alterna Wealth Management's ALL Position: Q3 2020 in Review

Alterna Wealth Management sold out of Allstate (ALL) in Q3 2020, closing a stake of 3,450 shares — an estimated $335K sold.

Alterna Wealth Management first reported a position in ALL in Q4 2018 and held it in 2 quarters. The position peaked at $335K in Q2 2020. 1,039 funds tracked by Wall St. Rank hold ALL as of Q3 2020.

  • Alterna Wealth Management reported no remaining Allstate position as of Q3 2020 after selling out during the quarter.
  • Alterna Wealth Management sold 3,450 Allstate shares in Q3 2020, an estimated $335K.
  • Alterna Wealth Management first reported a position in Allstate in Q4 2018 and held it in 2 quarters.
  • Alterna Wealth Management's Allstate position peaked at $335K in Q2 2020.
  • 1,039 funds tracked by Wall St. Rank held Allstate as of Q3 2020.

Based on Alterna Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.