CPC
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Consolidated Planning Corp’s Allstate ALL Stock Holding History

Consolidated Planning 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
2025
Q3 		– Sell
-21,790
Closed -$4.39M – 194
2025
Q2 		$4.39M Buy
21,790
+534
+3% +$107K 0.55% 64
2025
Q1 		$4.4M Buy
21,256
+20,034
+1,639% +$3.9M 0.61% 55
2024
Q4 		$236K Hold
1,222
– – 0.03% 185
2024
Q3 		$232K Buy
+1,222
New +$217K 0.03% 181
2024
Q2 		– Sell
-1,186
Closed -$205K – 185
2024
Q1 		$205K Buy
+1,186
New +$187K 0.04% 179
2021
Q4 		– Sell
-1,405
Closed -$179K – 82
2021
Q3 		$179K Buy
+1,405
New +$186K 0.12% 68

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Consolidated Planning Corp's ALL Position: Q3 2025 in Review

Consolidated Planning Corp sold out of Allstate (ALL) in Q3 2025, closing a stake of 21,790 shares — an estimated $4.39M sold.

Consolidated Planning Corp first reported a position in ALL in Q3 2021 and held it in 6 quarters. The position peaked at $4.4M in Q1 2025. 1,619 funds tracked by Wall St. Rank hold ALL as of Q3 2025.

  • Consolidated Planning Corp reported no remaining Allstate position as of Q3 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 21,790 Allstate shares in Q3 2025, an estimated $4.39M.
  • Consolidated Planning Corp first reported a position in Allstate in Q3 2021 and held it in 6 quarters.
  • Consolidated Planning Corp's Allstate position peaked at $4.4M in Q1 2025.
  • 1,619 funds tracked by Wall St. Rank held Allstate as of Q3 2025.

Based on Consolidated Planning Corp's 13F filing for Q3 2025, filed 27 Oct 2025.