Certified Advisory Corp’s Allstate ALL Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-44	Closed	-$5K	–	227
2021 Q1	$5K	Buy	+44	New	+$4.85K	﹤0.01%	663
2020 Q2	$4K	Buy	44 +1	+2%	+$98	﹤0.01%	642
2020 Q1	$4K	Hold	43	–	–	﹤0.01%	629
2019 Q4	$5K	Hold	43	–	–	﹤0.01%	655
2019 Q3	$5K	Hold	43	–	–	﹤0.01%	660
2019 Q2	$4K	Sell	43 -71	-62%	-$6.94K	﹤0.01%	694
2019 Q1	$11K	Hold	114	–	–	﹤0.01%	534
2018 Q4	$9K	Sell	114 -30	-21%	-$2.69K	﹤0.01%	549
2018 Q3	$14K	Hold	144	–	–	0.01%	515
2018 Q2	$13K	Buy	144 +1	+0.7%	+$95	0.01%	497
2018 Q1	$13K	Hold	143	–	–	0.01%	470
2017 Q4	$14K	Buy	+143	New	+$14.1K	0.01%	423

Other funds holding ALL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Geode Capital Management

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

LSV Asset Management

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

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