Core Wealth Partners’s Allstate ALL Stock Holding History

Core 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
2023 Q1	–	Sell	-3,000	Closed	-$927K	–	106
2022 Q4	$927K	Buy	+3,000	New	+$392K	1.04%	28

Other funds holding ALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Core Wealth Partners's ALL Position: Q1 2023 in Review

Core Wealth Partners sold out of Allstate (ALL) in Q1 2023, closing a stake of 3,000 shares — an estimated $927K sold.

Core Wealth Partners first reported a position in ALL in Q4 2022 and held it in 1 quarter. The position peaked at $927K in Q4 2022. 1,169 funds tracked by Wall St. Rank hold ALL as of Q1 2023.

Core Wealth Partners reported no remaining Allstate position as of Q1 2023 after selling out during the quarter.
Core Wealth Partners sold 3,000 Allstate shares in Q1 2023, an estimated $927K.
Core Wealth Partners first reported a position in Allstate in Q4 2022 and held it in 1 quarter.
Core Wealth Partners's Allstate position peaked at $927K in Q4 2022.
1,169 funds tracked by Wall St. Rank held Allstate as of Q1 2023.

Based on Core Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.