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Baldwin Wealth Partners’s Allstate ALL Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-389
Closed -$73.9K – 262
2024
Q3 		$73.9K Buy
389
+83
+27% +$14.7K 0.01% 462
2024
Q2 		$48.9K Buy
306
+6
+2% +$1K ﹤0.01% 357
2024
Q1 		$51.9K Hold
300
– – ﹤0.01% 364
2023
Q4 		$42K Hold
300
– – ﹤0.01% 396
2023
Q3 		$33.4K Hold
300
– – ﹤0.01% 446
2023
Q2 		$32.7K Sell
300
-500
-63% -$56.7K ﹤0.01% 466
2023
Q1 		$88.6K Hold
800
– – 0.01% 340
2022
Q4 		$108K Buy
+800
New +$105K 0.01% 305
2018
Q2 		– Sell
-200
Closed -$19K – 509
2018
Q1 		$19K Hold
200
– – ﹤0.01% 382
2017
Q4 		$21K Hold
200
– – ﹤0.01% 368
2017
Q3 		$18K Buy
+200
New +$18.2K ﹤0.01% 377

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baldwin Wealth Partners's ALL Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Allstate (ALL) in Q4 2024, closing a stake of 389 shares — an estimated $73.9K sold.

Baldwin Wealth Partners first reported a position in ALL in Q3 2017 and held it in 11 quarters. The position peaked at $108K in Q4 2022. 1,549 funds tracked by Wall St. Rank hold ALL as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Allstate position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 389 Allstate shares in Q4 2024, an estimated $73.9K.
  • Baldwin Wealth Partners first reported a position in Allstate in Q3 2017 and held it in 11 quarters.
  • Baldwin Wealth Partners's Allstate position peaked at $108K in Q4 2022.
  • 1,549 funds tracked by Wall St. Rank held Allstate as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.