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First Foundation Advisors’s Allstate ALL Stock Holding History

First Foundation 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
2023
Q3 		– Sell
-2,227
Closed -$243K – 425
2023
Q2 		$243K Sell
2,227
-298
-12% -$33.8K 0.01% 355
2023
Q1 		$280K Buy
2,525
+1,009
+67% +$128K 0.01% 306
2022
Q4 		$206K Buy
+1,516
New +$198K 0.01% 366
2020
Q3 		– Sell
-2,311
Closed -$224K – 373
2020
Q2 		$224K Sell
2,311
-3,139
-58% -$308K 0.01% 321
2020
Q1 		$500K Buy
+5,450
New +$593K 0.03% 226
2018
Q4 		– Sell
-2,210
Closed -$218K – 379
2018
Q3 		$218K Buy
+2,210
New +$216K 0.01% 321

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

First Foundation Advisors's ALL Position: Q3 2023 in Review

First Foundation Advisors sold out of Allstate (ALL) in Q3 2023, closing a stake of 2,227 shares — an estimated $243K sold.

First Foundation Advisors first reported a position in ALL in Q3 2018 and held it in 6 quarters. The position peaked at $500K in Q1 2020. 1,090 funds tracked by Wall St. Rank hold ALL as of Q3 2023.

  • First Foundation Advisors reported no remaining Allstate position as of Q3 2023 after selling out during the quarter.
  • First Foundation Advisors sold 2,227 Allstate shares in Q3 2023, an estimated $243K.
  • First Foundation Advisors first reported a position in Allstate in Q3 2018 and held it in 6 quarters.
  • First Foundation Advisors's Allstate position peaked at $500K in Q1 2020.
  • 1,090 funds tracked by Wall St. Rank held Allstate as of Q3 2023.

Based on First Foundation Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.