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Clarus Wealth Advisors’s Allstate ALL Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-41
Closed -$4K – 163
2019
Q2 		$4K Hold
41
– – ﹤0.01% 500
2019
Q1 		$4K Sell
41
-65
-61% -$5.88K ﹤0.01% 587
2018
Q4 		$9K Hold
106
– – 0.01% 520
2018
Q3 		$10K Hold
106
– – 0.01% 531
2018
Q2 		$10K Buy
+106
New +$10.1K 0.01% 520

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clarus Wealth Advisors's ALL Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Allstate (ALL) in Q3 2019, closing a stake of 41 shares — an estimated $4K sold.

Clarus Wealth Advisors first reported a position in ALL in Q2 2018 and held it in 5 quarters. The position peaked at $10K in Q3 2018. 1,039 funds tracked by Wall St. Rank hold ALL as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Allstate position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 41 Allstate shares in Q3 2019, an estimated $4K.
  • Clarus Wealth Advisors first reported a position in Allstate in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Allstate position peaked at $10K in Q3 2018.
  • 1,039 funds tracked by Wall St. Rank held Allstate as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.