Financial Synergies Wealth Advisors’s Allstate ALL Stock Holding History

Financial Synergies 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
2025 Q1	–	Sell	-1,076	Closed	-$207K	–	82
2024 Q4	$207K	Hold	1,076	–	–	0.03%	70
2024 Q3	$204K	Buy	+1,076	New	+$191K	0.03%	75
2024 Q2	–	Sell	-1,076	Closed	-$186K	–	86
2024 Q1	$186K	Hold	1,076	–	–	0.02%	73
2023 Q4	$146K	Hold	1,076	–	–	0.02%	71
2023 Q3	$120K	Hold	1,076	–	–	0.02%	81
2023 Q2	$117K	Hold	1,076	–	–	0.02%	80
2023 Q1	$119K	Hold	1,076	–	–	0.02%	78
2022 Q4	$146K	Buy	1,076 +122	+13%	+$16K	0.02%	71
2022 Q3	$119K	Hold	954	–	–	0.02%	77
2022 Q2	$121K	Buy	+954	New	+$125K	0.02%	78

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's ALL Position: Q1 2025 in Review

Financial Synergies Wealth Advisors sold out of Allstate (ALL) in Q1 2025, closing a stake of 1,076 shares — an estimated $207K sold.

Financial Synergies Wealth Advisors first reported a position in ALL in Q2 2022 and held it in 10 quarters. The position peaked at $207K in Q4 2024. 1,571 funds tracked by Wall St. Rank hold ALL as of Q1 2025.

Financial Synergies Wealth Advisors reported no remaining Allstate position as of Q1 2025 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 1,076 Allstate shares in Q1 2025, an estimated $207K.
Financial Synergies Wealth Advisors first reported a position in Allstate in Q2 2022 and held it in 10 quarters.
Financial Synergies Wealth Advisors's Allstate position peaked at $207K in Q4 2024.
1,571 funds tracked by Wall St. Rank held Allstate as of Q1 2025.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.