Atlas Wealth’s Allstate ALL Stock Holding History

Atlas Wealth’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
2023 Q1	–	Sell	-2,870	Closed	-$389K	–	233
2022 Q4	$389K	Buy	+2,870	New	+$375K	0.1%	87

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atlas Wealth's ALL Position: Q1 2023 in Review

Atlas Wealth sold out of Allstate (ALL) in Q1 2023, closing a stake of 2,870 shares — an estimated $389K sold.

Atlas Wealth first reported a position in ALL in Q4 2022 and held it in 1 quarter. The position peaked at $389K in Q4 2022. 1,169 funds tracked by Wall St. Rank hold ALL as of Q1 2023.

Atlas Wealth reported no remaining Allstate position as of Q1 2023 after selling out during the quarter.
Atlas Wealth sold 2,870 Allstate shares in Q1 2023, an estimated $389K.
Atlas Wealth first reported a position in Allstate in Q4 2022 and held it in 1 quarter.
Atlas Wealth's Allstate position peaked at $389K in Q4 2022.
1,169 funds tracked by Wall St. Rank held Allstate as of Q1 2023.

Based on Atlas Wealth's 13F filing for Q1 2023, filed 9 May 2023.