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Curi Wealth Management’s Allstate ALL Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-221
Closed -$28K – 198
2022
Q2 		$28K Buy
221
+218
+7,267% +$28.6K 0.01% 270
2022
Q1 		$0 Hold
3
– – ﹤0.01% 509
2021
Q4 		$0 Buy
+3
New +$355 ﹤0.01% 479
2021
Q1 		– Sell
-3
Closed – – 107
2020
Q4 		$0 Buy
+3
New +$295 ﹤0.01% 387

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Curi Wealth Management's ALL Position: Q3 2022 in Review

Curi Wealth Management sold out of Allstate (ALL) in Q3 2022, closing a stake of 221 shares — an estimated $28K sold.

Curi Wealth Management first reported a position in ALL in Q4 2020 and held it in 4 quarters. The position peaked at $28K in Q2 2022. 1,210 funds tracked by Wall St. Rank hold ALL as of Q3 2022.

  • Curi Wealth Management reported no remaining Allstate position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 221 Allstate shares in Q3 2022, an estimated $28K.
  • Curi Wealth Management first reported a position in Allstate in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Allstate position peaked at $28K in Q2 2022.
  • 1,210 funds tracked by Wall St. Rank held Allstate as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.