CWP
ALL icon

Curated Wealth Partners’s Allstate ALL Stock Holding History

Curated 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
2024
Q4 		– Sell
-4,515
Closed -$856K – 143
2024
Q3 		$856K Sell
4,515
-2,318
-34% -$412K 0.11% 58
2024
Q2 		$1.09M Buy
+6,833
New +$1.14M 0.15% 41
2024
Q1 		– Sell
-7,076
Closed -$1.12M – 149
2023
Q4 		$991K Sell
7,076
-232
-3% -$30.3K 0.16% 43
2023
Q3 		$814K Buy
+7,308
New +$797K 0.15% 48

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Curated Wealth Partners's ALL Position: Q4 2024 in Review

Curated Wealth Partners sold out of Allstate (ALL) in Q4 2024, closing a stake of 4,515 shares — an estimated $856K sold.

Curated Wealth Partners first reported a position in ALL in Q3 2023 and held it in 4 quarters. The position peaked at $1.09M in Q2 2024. 1,549 funds tracked by Wall St. Rank hold ALL as of Q4 2024.

  • Curated Wealth Partners reported no remaining Allstate position as of Q4 2024 after selling out during the quarter.
  • Curated Wealth Partners sold 4,515 Allstate shares in Q4 2024, an estimated $856K.
  • Curated Wealth Partners first reported a position in Allstate in Q3 2023 and held it in 4 quarters.
  • Curated Wealth Partners's Allstate position peaked at $1.09M in Q2 2024.
  • 1,549 funds tracked by Wall St. Rank held Allstate as of Q4 2024.

Based on Curated Wealth Partners's 13F filing for Q4 2024, filed 21 Jan 2025.