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Cherry Tree Wealth Management’s Allstate ALL Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-3
Closed -$622 – 613
2025
Q1 		$622 Hold
3
– – ﹤0.01% 713
2024
Q4 		$579 Buy
+3
New +$582 ﹤0.01% 603

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

Cherry Tree Wealth Management's ALL Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Allstate (ALL) in Q2 2025, closing a stake of 3 shares — an estimated $622 sold.

Cherry Tree Wealth Management first reported a position in ALL in Q4 2024 and held it in 2 quarters. The position peaked at $622 in Q1 2025. 1,575 funds tracked by Wall St. Rank hold ALL as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Allstate position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 3 Allstate shares in Q2 2025, an estimated $622.
  • Cherry Tree Wealth Management first reported a position in Allstate in Q4 2024 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Allstate position peaked at $622 in Q1 2025.
  • 1,575 funds tracked by Wall St. Rank held Allstate as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.