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Delos Wealth Advisors’s Allstate ALL Stock Holding History

Delos 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
Q4 		– Sell
-115
Closed -$12.4K – 344
2023
Q3 		$12.4K Hold
115
– – 0.02% 131
2023
Q2 		$12.5K Hold
115
– – 0.02% 126
2023
Q1 		$12.7K Hold
115
– – 0.02% 121
2022
Q4 		$15.6K Hold
115
– – 0.02% 114
2022
Q3 		$14K Hold
115
– – 0.02% 110
2022
Q2 		$15K Hold
115
– – 0.02% 108
2022
Q1 		$16K Hold
115
– – 0.02% 127
2021
Q4 		$14K Buy
+115
New +$13.6K 0.01% 167

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Delos Wealth Advisors's ALL Position: Q4 2023 in Review

Delos Wealth Advisors sold out of Allstate (ALL) in Q4 2023, closing a stake of 115 shares — an estimated $12.4K sold.

Delos Wealth Advisors first reported a position in ALL in Q4 2021 and held it in 8 quarters. The position peaked at $16K in Q1 2022. 1,243 funds tracked by Wall St. Rank hold ALL as of Q4 2023.

  • Delos Wealth Advisors reported no remaining Allstate position as of Q4 2023 after selling out during the quarter.
  • Delos Wealth Advisors sold 115 Allstate shares in Q4 2023, an estimated $12.4K.
  • Delos Wealth Advisors first reported a position in Allstate in Q4 2021 and held it in 8 quarters.
  • Delos Wealth Advisors's Allstate position peaked at $16K in Q1 2022.
  • 1,243 funds tracked by Wall St. Rank held Allstate as of Q4 2023.

Based on Delos Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.