Fiduciary Planning’s Allstate ALL Stock Holding History

Fiduciary Planning’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 Q2	–	Sell	-743	Closed	-$85K	–	68
2021 Q1	$85K	Hold	743	–	–	0.13%	56
2020 Q4	$82K	Hold	743	–	–	0.12%	65
2020 Q3	$70K	Buy	+743	New	+$69.3K	0.12%	61

Other funds holding ALL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fiduciary Planning's ALL Position: Q2 2021 in Review

Fiduciary Planning sold out of Allstate (ALL) in Q2 2021, closing a stake of 743 shares — an estimated $85K sold.

Fiduciary Planning first reported a position in ALL in Q3 2020 and held it in 3 quarters. The position peaked at $85K in Q1 2021. 1,195 funds tracked by Wall St. Rank hold ALL as of Q2 2021.

Fiduciary Planning reported no remaining Allstate position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 743 Allstate shares in Q2 2021, an estimated $85K.
Fiduciary Planning first reported a position in Allstate in Q3 2020 and held it in 3 quarters.
Fiduciary Planning's Allstate position peaked at $85K in Q1 2021.
1,195 funds tracked by Wall St. Rank held Allstate as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.