Castle Financial & Retirement Planning Associates’s Allstate ALL Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$10K	Buy	+75	New	+$8.87K	0.03%	101

Other funds holding ALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's ALL Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Allstate (ALL) in Q4 2021: 75 shares worth $10K. The stake represents 0.03% of the portfolio and ranks #101 among its holdings.

1,231 funds tracked by Wall St. Rank hold ALL as of Q4 2021.

Castle Financial & Retirement Planning Associates held 75 shares of Allstate worth $10K as of Q4 2021.
Allstate was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Allstate made up 0.03% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #101 holding.
1,231 funds tracked by Wall St. Rank held Allstate as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.