FPFS
ALL icon

First Personal Financial Services’s Allstate ALL Stock Holding History

First Personal Financial Services’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
2024
Q3 		$380 Buy
+2
New +$355 ﹤0.01% 413
2024
Q1 		– Sell
-228
Closed -$31.9K – 367
2023
Q4 		$31.9K Hold
228
– – 0.01% 234
2023
Q3 		$25.4K Sell
228
-119
-34% -$13K 0.01% 244
2023
Q2 		$37.8K Hold
347
– – 0.01% 226
2023
Q1 		$38.5K Hold
347
– – 0.01% 226
2022
Q4 		$47.1K Hold
347
– – 0.01% 214
2022
Q3 		$43K Buy
+347
New +$43.1K 0.01% 207
2020
Q1 		– Sell
-16
Closed -$2K – 303
2019
Q4 		$2K Sell
16
-470
-97% -$51.3K ﹤0.01% 350
2019
Q3 		$53K Hold
486
– – 0.02% 233
2019
Q2 		$49K Sell
486
-27
-5% -$2.64K 0.01% 281
2019
Q1 		$48K Buy
513
+43
+9% +$3.89K 0.01% 283
2018
Q4 		$39K Hold
470
– – 0.01% 289
2018
Q3 		$46K Buy
470
+69
+17% +$6.73K 0.01% 297
2018
Q2 		$37K Sell
401
-1,579
-80% -$150K 0.01% 314
2018
Q1 		$188K Sell
1,980
-645
-25% -$62.5K 0.04% 223
2017
Q4 		$275K Buy
2,625
+400
+18% +$39.4K 0.05% 203
2017
Q3 		$205K Hold
2,225
– – 0.04% 214
2017
Q2 		$196K Hold
2,225
– – 0.04% 221
2017
Q1 		$181K Sell
2,225
-58
-3% -$4.56K 0.04% 207
2016
Q4 		$169K Buy
2,283
+1,111
+95% +$78.2K 0.04% 208
2016
Q3 		$81K Hold
1,172
– – 0.02% 226
2016
Q2 		$82K Buy
1,172
+114
+11% +$7.63K 0.03% 212
2016
Q1 		$71K Buy
1,058
+1,000
+1,724% +$62.8K 0.04% 160
2015
Q4 		$4K Hold
58
– – ﹤0.01% 342
2015
Q3 		$4K Hold
58
– – ﹤0.01% 336
2015
Q2 		$4K Hold
58
– – ﹤0.01% 330
2015
Q1 		$5K Sell
58
-106
-65% -$7.48K ﹤0.01% 323
2014
Q4 		$11K Buy
+164
New +$10.8K 0.01% 250

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Personal Financial Services's ALL Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Allstate (ALL) in Q3 2024: 2 shares worth $380. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in ALL as recently as Q4 2023.

First Personal Financial Services first reported a position in ALL in Q4 2014 and has held it in 28 quarters since. The position peaked at $275K in Q4 2017. 1,425 funds tracked by Wall St. Rank hold ALL as of Q3 2024.

  • First Personal Financial Services held 2 shares of Allstate worth $380 as of Q3 2024.
  • Allstate was a new First Personal Financial Services position in Q3 2024.
  • Allstate made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #413 holding.
  • First Personal Financial Services first reported a position in Allstate in Q4 2014 and has held it in 28 quarters since.
  • First Personal Financial Services's Allstate position peaked at $275K in Q4 2017.
  • 1,425 funds tracked by Wall St. Rank held Allstate as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.