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EnRich Financial Partners’s Allstate ALL Stock Holding History

EnRich Financial 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
2025
Q1 		– Sell
-856
Closed -$165K – 63
2024
Q4 		$165K Hold
856
– – 0.06% 63
2024
Q3 		$162K Hold
856
– – 0.05% 61
2024
Q2 		$137K Hold
856
– – 0.05% 61
2024
Q1 		$148K Buy
+856
New +$135K 0.06% 57

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EnRich Financial Partners's ALL Position: Q1 2025 in Review

EnRich Financial Partners sold out of Allstate (ALL) in Q1 2025, closing a stake of 856 shares — an estimated $165K sold.

EnRich Financial Partners first reported a position in ALL in Q1 2024 and held it in 4 quarters. The position peaked at $165K in Q4 2024. 1,570 funds tracked by Wall St. Rank hold ALL as of Q1 2025.

  • EnRich Financial Partners reported no remaining Allstate position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 856 Allstate shares in Q1 2025, an estimated $165K.
  • EnRich Financial Partners first reported a position in Allstate in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Allstate position peaked at $165K in Q4 2024.
  • 1,570 funds tracked by Wall St. Rank held Allstate as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.