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Evolution Wealth Advisors’s Allstate ALL Stock Holding History

Evolution 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
2021
Q4 		– Sell
-92
Closed -$12K – 158
2021
Q3 		$12K Hold
92
– – ﹤0.01% 375
2021
Q2 		$12K Hold
92
– – ﹤0.01% 374
2021
Q1 		$11K Hold
92
– – ﹤0.01% 394
2020
Q4 		$10K Hold
92
– – ﹤0.01% 347
2020
Q3 		$9K Hold
92
– – ﹤0.01% 364
2020
Q2 		$9K Buy
+92
New +$9.04K ﹤0.01% 298
2020
Q1 		– Sell
-58
Closed -$7K – 319
2019
Q4 		$7K Buy
+58
New +$6.33K ﹤0.01% 345
2019
Q3 		– Sell
-49
Closed -$5K – 481
2019
Q2 		$5K Buy
+49
New +$4.79K ﹤0.01% 257

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Evolution Wealth Advisors's ALL Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Allstate (ALL) in Q4 2021, closing a stake of 92 shares — an estimated $12K sold.

Evolution Wealth Advisors first reported a position in ALL in Q2 2019 and held it in 8 quarters. The position peaked at $12K in Q3 2021. 1,231 funds tracked by Wall St. Rank hold ALL as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Allstate position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 92 Allstate shares in Q4 2021, an estimated $12K.
  • Evolution Wealth Advisors first reported a position in Allstate in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Allstate position peaked at $12K in Q3 2021.
  • 1,231 funds tracked by Wall St. Rank held Allstate as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.