FWA
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FSC Wealth Advisors’s Allstate ALL Stock Holding History

FSC 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
2024
Q3 		– Sell
-232
Closed -$37K – 292
2024
Q2 		$37K Buy
232
+2
+0.9% +$334 0.03% 121
2024
Q1 		$39.9K Buy
230
+1
+0.4% +$158 0.03% 117
2023
Q4 		$32.1K Buy
229
+2
+0.9% +$261 0.02% 126
2023
Q3 		$25.3K Buy
227
+2
+0.9% +$218 0.03% 113
2023
Q2 		$24.6K Buy
225
+1
+0.4% +$113 0.02% 103
2023
Q1 		$24.8K Buy
224
+2
+0.9% +$253 0.04% 82
2022
Q4 		$30.1K Buy
222
+1
+0.5% +$131 0.05% 72
2022
Q3 		$27K Buy
221
+2
+0.9% +$248 0.26% 67
2022
Q2 		$28K Buy
219
+1
+0.5% +$131 0.25% 70
2022
Q1 		$30K Buy
218
+2
+0.9% +$251 0.03% 83
2021
Q4 		$25K Buy
+216
New +$25.6K 0.02% 95

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

FSC Wealth Advisors's ALL Position: Q3 2024 in Review

FSC Wealth Advisors sold out of Allstate (ALL) in Q3 2024, closing a stake of 232 shares — an estimated $37K sold.

FSC Wealth Advisors first reported a position in ALL in Q4 2021 and held it in 11 quarters. The position peaked at $39.9K in Q1 2024. 1,425 funds tracked by Wall St. Rank hold ALL as of Q3 2024.

  • FSC Wealth Advisors reported no remaining Allstate position as of Q3 2024 after selling out during the quarter.
  • FSC Wealth Advisors sold 232 Allstate shares in Q3 2024, an estimated $37K.
  • FSC Wealth Advisors first reported a position in Allstate in Q4 2021 and held it in 11 quarters.
  • FSC Wealth Advisors's Allstate position peaked at $39.9K in Q1 2024.
  • 1,425 funds tracked by Wall St. Rank held Allstate as of Q3 2024.

Based on FSC Wealth Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.