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Avantax Advisory Services’s Allstate ALL Stock Holding History

Avantax Advisory Services’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 		$4.75M Buy
23,573
+704
+3% +$140K 0.03% 459
2025
Q1 		$4.74M Sell
22,869
-1,209
-5% -$235K 0.03% 429
2024
Q4 		$4.64M Buy
24,078
+749
+3% +$145K 0.03% 418
2024
Q3 		$4.42M Buy
23,329
+585
+3% +$104K 0.03% 420
2024
Q2 		$3.63M Sell
22,744
-262
-1% -$43.7K 0.03% 469
2024
Q1 		$3.98M Sell
23,006
-26
-0.1% -$4.1K 0.04% 357
2023
Q4 		$3.22M Buy
23,032
+1,446
+7% +$189K 0.03% 383
2023
Q3 		$2.4M Buy
21,586
+574
+3% +$62.6K 0.03% 412
2023
Q2 		$2.29M Sell
21,012
-1,461
-7% -$166K 0.03% 416
2023
Q1 		$2.49M Sell
22,473
-4,227
-16% -$534K 0.03% 377
2022
Q4 		$3.62M Sell
26,700
-502
-2% -$65.6K 0.05% 285
2022
Q3 		$3.39M Buy
27,202
+2,032
+8% +$252K 0.05% 270
2022
Q2 		$3.19M Buy
25,170
+1,661
+7% +$218K 0.05% 279
2022
Q1 		$3.26M Buy
23,509
+1,857
+9% +$233K 0.04% 284
2021
Q4 		$2.55M Buy
21,652
+1,202
+6% +$142K 0.04% 314
2021
Q3 		$2.6M Buy
20,450
+493
+2% +$65.2K 0.04% 294
2021
Q2 		$2.6M Buy
19,957
+768
+4% +$99.2K 0.05% 280
2021
Q1 		$2.21M Sell
19,189
-47
-0.2% -$5.18K 0.05% 271
2020
Q4 		$2.11M Sell
19,236
-5,870
-23% -$577K 0.05% 263
2020
Q3 		$2.36M Buy
25,106
+7,032
+39% +$656K 0.04% 333
2020
Q2 		$1.75M Buy
18,074
+891
+5% +$87.5K 0.05% 242
2020
Q1 		$1.58M Sell
17,183
-755
-4% -$82.1K 0.05% 225
2019
Q4 		$2.02M Buy
+17,938
New +$1.96M 0.05% 210
2019
Q3 		– Sell
-1,974
Closed -$201K – 568
2019
Q2 		$201K Buy
+1,974
New +$193K 0.01% 486

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

Avantax Advisory Services's ALL Position: Q2 2025 in Review

Avantax Advisory Services increased its Allstate (ALL) stake by 3.1% in Q2 2025, buying an estimated $140K and bringing the position to 23,573 shares worth $4.75M. The position accounts for 0.03% of the portfolio, ranked #459.

Avantax Advisory Services first reported a position in ALL in Q2 2019 and has held it in 24 quarters since. 1,575 funds tracked by Wall St. Rank hold ALL as of Q2 2025.

  • Avantax Advisory Services held 23,573 shares of Allstate worth $4.75M as of Q2 2025.
  • Avantax Advisory Services bought 704 Allstate shares in Q2 2025, an estimated $140K.
  • Allstate made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #459 holding.
  • Avantax Advisory Services first reported a position in Allstate in Q2 2019 and has held it in 24 quarters since.
  • 1,575 funds tracked by Wall St. Rank held Allstate as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.