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Arete Wealth Advisors’s Allstate ALL Stock Holding History

Arete 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
2025
Q2 		– Sell
-4,172
Closed -$769K – 722
2025
Q1 		$769K Buy
+4,172
New +$812K 0.06% 291
2018
Q4 		– Sell
-3,356
Closed -$331K – 368
2018
Q3 		$331K Buy
+3,356
New +$327K 0.07% 251
2016
Q2 		– Sell
-3,024
Closed -$204K – 143
2016
Q1 		$204K Buy
+3,024
New +$190K 0.12% 135

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Arete Wealth Advisors's ALL Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Allstate (ALL) in Q2 2025, closing a stake of 4,172 shares — an estimated $769K sold.

Arete Wealth Advisors first reported a position in ALL in Q1 2016 and held it in 3 quarters. The position peaked at $769K in Q1 2025. 1,575 funds tracked by Wall St. Rank hold ALL as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Allstate position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,172 Allstate shares in Q2 2025, an estimated $769K.
  • Arete Wealth Advisors first reported a position in Allstate in Q1 2016 and held it in 3 quarters.
  • Arete Wealth Advisors's Allstate position peaked at $769K in Q1 2025.
  • 1,575 funds tracked by Wall St. Rank held Allstate as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.