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Carolinas Wealth Consulting’s Allstate ALL Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-17
Closed -$3.52K – 34
2025
Q1 		$3.52K Sell
17
-28
-62% -$5.45K ﹤0.01% 667
2024
Q4 		$8.72K Sell
45
-47
-51% -$9.12K ﹤0.01% 561
2024
Q3 		$17.5K Sell
92
-37
-29% -$6.57K ﹤0.01% 487
2024
Q2 		$20.7K Hold
129
– – ﹤0.01% 475
2024
Q1 		$22.4K Buy
129
+4
+3% +$631 ﹤0.01% 467
2023
Q4 		$17.6K Hold
125
– – ﹤0.01% 467
2023
Q3 		$16K Sell
125
-514
-80% -$56.1K ﹤0.01% 460
2023
Q2 		$70.3K Sell
639
-88
-12% -$9.98K 0.01% 309
2023
Q1 		$81.1K Buy
727
+173
+31% +$21.9K 0.02% 293
2022
Q4 		$75.6K Buy
554
+6
+1% +$785 0.02% 301
2022
Q3 		$69K Buy
548
+4
+0.7% +$497 0.02% 284
2022
Q2 		$69K Buy
544
+2
+0.4% +$262 0.02% 292
2022
Q1 		$76K Buy
542
+4
+0.7% +$502 0.02% 284
2021
Q4 		$64K Sell
538
-118
-18% -$14K 0.01% 330
2021
Q3 		$84K Sell
656
-189
-22% -$25K 0.02% 262
2021
Q2 		$111K Sell
845
-157
-16% -$20.3K 0.02% 251
2021
Q1 		$116K Buy
1,002
+22
+2% +$2.42K 0.03% 233
2020
Q4 		$108K Buy
980
+6
+0.6% +$590 0.03% 220
2020
Q3 		$92K Buy
974
+333
+52% +$31.1K 0.03% 203
2020
Q2 		$63K Buy
+641
New +$63K 0.02% 180

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

Carolinas Wealth Consulting's ALL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Allstate (ALL) in Q2 2025, closing a stake of 17 shares — an estimated $3.52K sold.

Carolinas Wealth Consulting first reported a position in ALL in Q2 2020 and held it in 20 quarters. The position peaked at $116K in Q1 2021. 1,575 funds tracked by Wall St. Rank hold ALL as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Allstate position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 17 Allstate shares in Q2 2025, an estimated $3.52K.
  • Carolinas Wealth Consulting first reported a position in Allstate in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Allstate position peaked at $116K in Q1 2021.
  • 1,575 funds tracked by Wall St. Rank held Allstate as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.