AWM
ALL icon

Altium Wealth Management’s Allstate ALL Stock Holding History

Altium 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
Q2 		– Sell
-4,504
Closed -$413K – 328
2020
Q1 		$413K Sell
4,504
-133
-3% -$14.5K 0.06% 156
2019
Q4 		$521K Sell
4,637
-31
-0.7% -$3.38K 0.06% 166
2019
Q3 		$507K Buy
4,668
+16
+0.3% +$1.67K 0.07% 159
2019
Q2 		$473K Buy
4,652
+13
+0.3% +$1.27K 0.07% 168
2019
Q1 		$437K Sell
4,639
-194
-4% -$17.5K 0.07% 174
2018
Q4 		$399K Sell
4,833
-206
-4% -$18.5K 0.08% 171
2018
Q3 		$497K Sell
5,039
-45
-0.9% -$4.39K 0.1% 155
2018
Q2 		$464K Buy
+5,084
New +$483K 0.12% 124

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altium Wealth Management's ALL Position: Q2 2020 in Review

Altium Wealth Management sold out of Allstate (ALL) in Q2 2020, closing a stake of 4,504 shares — an estimated $413K sold.

Altium Wealth Management first reported a position in ALL in Q2 2018 and held it in 8 quarters. The position peaked at $521K in Q4 2019. 1,072 funds tracked by Wall St. Rank hold ALL as of Q2 2020.

  • Altium Wealth Management reported no remaining Allstate position as of Q2 2020 after selling out during the quarter.
  • Altium Wealth Management sold 4,504 Allstate shares in Q2 2020, an estimated $413K.
  • Altium Wealth Management first reported a position in Allstate in Q2 2018 and held it in 8 quarters.
  • Altium Wealth Management's Allstate position peaked at $521K in Q4 2019.
  • 1,072 funds tracked by Wall St. Rank held Allstate as of Q2 2020.

Based on Altium Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.