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Clearview Wealth Advisors’s Allstate ALL Stock Holding History

Clearview 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
2023
Q3 		– Sell
-102
Closed -$11.2K – 135
2023
Q2 		$11.2K Buy
102
+1
+1% +$113 0.01% 348
2023
Q1 		$11.3K Sell
101
-10
-9% -$1.26K 0.01% 344
2022
Q4 		$15.1K Buy
111
+10
+10% +$1.31K 0.01% 285
2022
Q3 		$13K Buy
101
+1
+1% +$124 0.01% 301
2022
Q2 		$13K Hold
100
– – 0.01% 324
2022
Q1 		$14K Hold
100
– – 0.01% 336
2021
Q4 		$12K Sell
100
-45
-31% -$5.32K 0.01% 378
2021
Q3 		$18K Hold
145
– – 0.01% 348
2021
Q2 		$19K Buy
145
+95
+190% +$12.3K 0.01% 344
2021
Q1 		$6K Hold
50
– – ﹤0.01% 459
2020
Q4 		$5K Buy
+50
New +$4.91K ﹤0.01% 438

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Clearview Wealth Advisors's ALL Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Allstate (ALL) in Q3 2023, closing a stake of 102 shares — an estimated $11.2K sold.

Clearview Wealth Advisors first reported a position in ALL in Q4 2020 and held it in 11 quarters. The position peaked at $19K in Q2 2021. 1,090 funds tracked by Wall St. Rank hold ALL as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Allstate position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 102 Allstate shares in Q3 2023, an estimated $11.2K.
  • Clearview Wealth Advisors first reported a position in Allstate in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Allstate position peaked at $19K in Q2 2021.
  • 1,090 funds tracked by Wall St. Rank held Allstate as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.