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Cassady Schiller Wealth Management’s Allstate ALL Stock Holding History

Cassady Schiller 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
2024
Q4 		$16.8K Buy
87
+12
+16% +$2.33K 0.01% 297
2024
Q3 		$14.2K Hold
75
– – 0.01% 302
2024
Q2 		$12K Hold
75
– – ﹤0.01% 307
2024
Q1 		$13K Hold
75
– – 0.01% 320
2023
Q4 		$10.5K Hold
75
– – 0.01% 321
2023
Q3 		$8.36K Hold
75
– – ﹤0.01% 342
2023
Q2 		$8.18K Hold
75
– – ﹤0.01% 353
2023
Q1 		$8.31K Hold
75
– – ﹤0.01% 334
2022
Q4 		$10.2K Buy
+75
New +$9.81K 0.01% 316
2022
Q1 		– Sell
-75
Closed -$9K – 128
2021
Q4 		$9K Buy
+75
New +$8.87K 0.01% 318

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's ALL Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Allstate (ALL) stake by 16% in Q4 2024, buying an estimated $2.33K and bringing the position to 87 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #297.

Cassady Schiller Wealth Management first reported a position in ALL in Q4 2021 and has held it in 10 quarters since. 1,544 funds tracked by Wall St. Rank hold ALL as of Q4 2024.

  • Cassady Schiller Wealth Management held 87 shares of Allstate worth $16.8K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 12 Allstate shares in Q4 2024, an estimated $2.33K.
  • Allstate made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #297 holding.
  • Cassady Schiller Wealth Management first reported a position in Allstate in Q4 2021 and has held it in 10 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Allstate as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.