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Engrave Wealth Partners’s Allstate ALL Stock Holding History

Engrave 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
2020
Q3 		– Sell
-100
Closed -$9K – 65
2020
Q2 		$9K Hold
100
– – 0.01% 252
2020
Q1 		$9K Hold
100
– – 0.01% 216
2019
Q4 		$11K Buy
+100
New +$10.9K 0.01% 287

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Engrave Wealth Partners's ALL Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Allstate (ALL) in Q3 2020, closing a stake of 100 shares — an estimated $9K sold.

Engrave Wealth Partners first reported a position in ALL in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 1,039 funds tracked by Wall St. Rank hold ALL as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Allstate position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 100 Allstate shares in Q3 2020, an estimated $9K.
  • Engrave Wealth Partners first reported a position in Allstate in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Allstate position peaked at $11K in Q4 2019.
  • 1,039 funds tracked by Wall St. Rank held Allstate as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.