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B. Riley Wealth Management’s Allstate ALL Stock Holding History

B. Riley Wealth Management’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
Q2 		$308 Buy
2,430
+570
+31% +$74.7K ﹤0.01% 526
2022
Q1 		$258K Buy
1,860
+1
+0.1% +$126 0.02% 493
2021
Q4 		$219K Sell
1,859
-246
-12% -$29.1K 0.02% 554
2021
Q3 		$268K Buy
+2,105
New +$278K 0.02% 483
2021
Q2 		– Sell
-2,103
Closed -$242K – 426
2021
Q1 		$242K Buy
2,103
+1
+0% +$110 0.03% 327
2020
Q4 		$231K Buy
+2,102
New +$207K 0.03% 306
2020
Q2 		– Sell
-1,549
Closed -$142K – 427
2020
Q1 		$142K Buy
+1,549
New +$168K 0.01% 462
2015
Q3 		– Sell
-500
Closed -$32K – 162
2015
Q2 		$32K Hold
500
– – 0.03% 509
2015
Q1 		$35K Hold
500
– – 0.03% 483
2014
Q4 		$35K Sell
500
-1,100
-69% -$72.4K 0.03% 457
2014
Q3 		$98K Buy
1,600
+1,100
+220% +$66K 0.07% 299
2014
Q2 		$29K Hold
500
– – 0.02% 567
2014
Q1 		$28K Buy
+500
New +$26.8K 0.02% 563

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

B. Riley Wealth Management's ALL Position: Q2 2022 in Review

B. Riley Wealth Management increased its Allstate (ALL) stake by 31% in Q2 2022, buying an estimated $74.7K and bringing the position to 2,430 shares worth $308. The position accounts for ﹤0.01% of the portfolio, ranked #526.

B. Riley Wealth Management first reported a position in ALL in Q1 2014 and has held it in 13 quarters since. The position peaked at $268K in Q3 2021. 1,250 funds tracked by Wall St. Rank hold ALL as of Q2 2022.

  • B. Riley Wealth Management held 2,430 shares of Allstate worth $308 as of Q2 2022.
  • B. Riley Wealth Management bought 570 Allstate shares in Q2 2022, an estimated $74.7K.
  • Allstate made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #526 holding.
  • B. Riley Wealth Management first reported a position in Allstate in Q1 2014 and has held it in 13 quarters since.
  • B. Riley Wealth Management's Allstate position peaked at $268K in Q3 2021.
  • 1,250 funds tracked by Wall St. Rank held Allstate as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.