EWM
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Edge Wealth Management’s Allstate ALL Stock Holding History

Edge 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
Q1 		– Sell
-586
Closed -$69K – 112
2021
Q4 		$69K Hold
586
– – 0.01% 155
2021
Q3 		$75K Buy
586
+61
+12% +$8.06K 0.01% 150
2021
Q2 		$68K Hold
525
– – 0.01% 162
2021
Q1 		$60K Hold
525
– – 0.01% 181
2020
Q4 		$58K Hold
525
– – 0.01% 169
2020
Q3 		$49K Buy
+525
New +$49K 0.01% 201
2013
Q3 		– Sell
-100
Closed -$5K – 339
2013
Q2 		$5K Buy
+100
New +$4.87K ﹤0.01% 256

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Edge Wealth Management's ALL Position: Q1 2022 in Review

Edge Wealth Management sold out of Allstate (ALL) in Q1 2022, closing a stake of 586 shares — an estimated $69K sold.

Edge Wealth Management first reported a position in ALL in Q2 2013 and held it in 7 quarters. The position peaked at $75K in Q3 2021. 1,284 funds tracked by Wall St. Rank hold ALL as of Q1 2022.

  • Edge Wealth Management reported no remaining Allstate position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 586 Allstate shares in Q1 2022, an estimated $69K.
  • Edge Wealth Management first reported a position in Allstate in Q2 2013 and held it in 7 quarters.
  • Edge Wealth Management's Allstate position peaked at $75K in Q3 2021.
  • 1,284 funds tracked by Wall St. Rank held Allstate as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.