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CFM Wealth Partners’s Allstate ALL Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-442
Closed -$42K – 165
2020
Q2 		$42K Sell
442
-1
-0.2% -$98 0.02% 299
2020
Q1 		$41K Sell
443
-150
-25% -$16.3K 0.02% 288
2019
Q4 		$69K Buy
+593
New +$64.7K 0.03% 249

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CFM Wealth Partners's ALL Position: Q3 2020 in Review

CFM Wealth Partners sold out of Allstate (ALL) in Q3 2020, closing a stake of 442 shares — an estimated $42K sold.

CFM Wealth Partners first reported a position in ALL in Q4 2019 and held it in 3 quarters. The position peaked at $69K in Q4 2019. 1,039 funds tracked by Wall St. Rank hold ALL as of Q3 2020.

  • CFM Wealth Partners reported no remaining Allstate position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 442 Allstate shares in Q3 2020, an estimated $42K.
  • CFM Wealth Partners first reported a position in Allstate in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Allstate position peaked at $69K in Q4 2019.
  • 1,039 funds tracked by Wall St. Rank held Allstate as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.