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BDO Wealth Advisors’s Allstate ALL Stock Holding History

BDO 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
2023
Q2 		$154K Sell
1,410
-14,599
-91% -$1.66M 0.02% 286
2023
Q1 		$1.77M Sell
16,009
-151
-0.9% -$19.1K 0.22% 91
2022
Q4 		$2.19M Buy
16,160
+440
+3% +$57.5K 0.27% 76
2022
Q3 		$1.96M Buy
15,720
+333
+2% +$41.4K 0.26% 82
2022
Q2 		$1.95M Sell
15,387
-1,032
-6% -$135K 0.24% 84
2022
Q1 		$2.27M Buy
16,419
+755
+5% +$94.8K 0.24% 79
2021
Q4 		$1.84M Buy
15,664
+124
+0.8% +$14.7K 0.2% 90
2021
Q3 		$1.98M Buy
15,540
+147
+1% +$19.4K 0.22% 82
2021
Q2 		$2.01M Buy
15,393
+540
+4% +$69.8K 0.22% 79
2021
Q1 		$1.71M Buy
14,853
+980
+7% +$108K 0.2% 88
2020
Q4 		$1.52M Sell
13,873
-274
-2% -$26.9K 0.21% 83
2020
Q3 		$1.33M Sell
14,147
-254
-2% -$23.7K 0.22% 78
2020
Q2 		$1.4M Buy
14,401
+451
+3% +$44.3K 0.25% 73
2020
Q1 		$1.28M Buy
13,950
+637
+5% +$69.3K 0.26% 72
2019
Q4 		$1.5M Sell
13,313
-999
-7% -$109K 0.39% 55
2019
Q3 		$1.55M Buy
14,312
+328
+2% +$34.2K 0.4% 49
2019
Q2 		$1.42M Buy
13,984
+524
+4% +$51.2K 0.39% 55
2019
Q1 		$1.27M Buy
13,460
+542
+4% +$49K 0.37% 57
2018
Q4 		$1.07M Sell
12,918
-82
-0.6% -$7.36K 0.37% 59
2018
Q3 		$1.28M Buy
13,000
+251
+2% +$24.5K 0.41% 52
2018
Q2 		$1.16M Buy
12,749
+437
+4% +$41.5K 0.4% 51
2018
Q1 		$1.17M Buy
12,312
+309
+3% +$29.9K 0.44% 42
2017
Q4 		$1.26M Sell
12,003
-500
-4% -$49.2K 0.56% 31
2017
Q3 		$1.15M Sell
12,503
-325
-3% -$29.6K 0.57% 33
2017
Q2 		$1.13M Buy
+12,828
New +$1.09M 0.5% 36

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BDO Wealth Advisors's ALL Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Allstate (ALL) stake by 91% in Q2 2023, selling an estimated $1.66M and leaving 1,410 shares worth $154K. The position accounts for 0.02% of the portfolio, ranked #286.

BDO Wealth Advisors first reported a position in ALL in Q2 2017 and has held it in 25 quarters since. The position peaked at $2.27M in Q1 2022. 1,134 funds tracked by Wall St. Rank hold ALL as of Q2 2023.

  • BDO Wealth Advisors held 1,410 shares of Allstate worth $154K as of Q2 2023.
  • BDO Wealth Advisors sold 14,599 Allstate shares in Q2 2023, an estimated $1.66M.
  • Allstate made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #286 holding.
  • BDO Wealth Advisors first reported a position in Allstate in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Allstate position peaked at $2.27M in Q1 2022.
  • 1,134 funds tracked by Wall St. Rank held Allstate as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.