Doyle Wealth Management’s Allstate ALL Stock Holding History

Doyle 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	$242K	Buy	1,941 +12	+0.6%	+$1.49K	0.02%	185
2022 Q2	$244K	Sell	1,929 -9	-0.5%	-$1.18K	0.02%	191
2022 Q1	$268K	Sell	1,938 -62	-3%	-$7.78K	0.02%	208
2021 Q4	$235K	Buy	2,000 +74	+4%	+$8.75K	0.02%	211
2021 Q3	$245K	Buy	1,926 +3	+0.2%	+$396	0.02%	199
2021 Q2	$251K	Buy	1,923 +4	+0.2%	+$517	0.02%	197
2021 Q1	$221K	Sell	1,919 -444	-19%	-$48.9K	0.02%	199
2020 Q4	$260K	Buy	+2,363	New	+$232K	0.03%	185
2020 Q1	–	Sell	-1,877	Closed	-$211K	–	183
2019 Q4	$211K	Buy	+1,877	New	+$205K	0.03%	201
2019 Q3	–	Sell	-1,863	Closed	-$189K	–	221
2019 Q2	$189K	Buy	+1,863	New	+$182K	0.03%	194
2019 Q1	–	Sell	-1,848	Closed	-$153K	–	212
2018 Q4	$153K	Buy	+1,848	New	+$166K	0.03%	199

Other funds holding ALL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Doyle Wealth Management increased its Allstate (ALL) stake by 0.62% in Q3 2022, buying an estimated $1.49K and bringing the position to 1,941 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #185.

Doyle Wealth Management first reported a position in ALL in Q4 2018 and has held it in 11 quarters since. The position peaked at $268K in Q1 2022. 1,211 funds tracked by Wall St. Rank hold ALL as of Q3 2022.

Doyle Wealth Management held 1,941 shares of Allstate worth $242K as of Q3 2022.
Doyle Wealth Management bought 12 Allstate shares in Q3 2022, an estimated $1.49K.
Allstate made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #185 holding.
Doyle Wealth Management first reported a position in Allstate in Q4 2018 and has held it in 11 quarters since.
Doyle Wealth Management's Allstate position peaked at $268K in Q1 2022.
1,211 funds tracked by Wall St. Rank held Allstate as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.