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Anderson Financial Strategies’s Allstate ALL Stock Holding History

Anderson Financial Strategies’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
-69
Closed -$13.3K – 238
2024
Q4 		$13.3K Buy
+69
New +$13.4K 0.01% 84

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Anderson Financial Strategies's ALL Position: Q1 2025 in Review

Anderson Financial Strategies sold out of Allstate (ALL) in Q1 2025, closing a stake of 69 shares — an estimated $13.3K sold.

Anderson Financial Strategies first reported a position in ALL in Q4 2024 and held it in 1 quarter. The position peaked at $13.3K in Q4 2024. 1,570 funds tracked by Wall St. Rank hold ALL as of Q1 2025.

  • Anderson Financial Strategies reported no remaining Allstate position as of Q1 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 69 Allstate shares in Q1 2025, an estimated $13.3K.
  • Anderson Financial Strategies first reported a position in Allstate in Q4 2024 and held it in 1 quarter.
  • Anderson Financial Strategies's Allstate position peaked at $13.3K in Q4 2024.
  • 1,570 funds tracked by Wall St. Rank held Allstate as of Q1 2025.

Based on Anderson Financial Strategies's 13F filing for Q1 2025, filed 28 May 2025.