Amplius Wealth Advisors’s Allstate ALL Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-187	Closed	-$22K	–	203
2021 Q4	$22K	Buy	+187	New	+$22.1K	﹤0.01%	449

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

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

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amplius Wealth Advisors's ALL Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Allstate (ALL) in Q1 2022, closing a stake of 187 shares — an estimated $22K sold.

Amplius Wealth Advisors first reported a position in ALL in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 1,283 funds tracked by Wall St. Rank hold ALL as of Q1 2022.

Amplius Wealth Advisors reported no remaining Allstate position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 187 Allstate shares in Q1 2022, an estimated $22K.
Amplius Wealth Advisors first reported a position in Allstate in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Allstate position peaked at $22K in Q4 2021.
1,283 funds tracked by Wall St. Rank held Allstate as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.