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Global Wealth Management Investment Advisory’s Allstate ALL Stock Holding History

Global Wealth Management Investment Advisory’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
2022
Q3 		– Sell
-7
Closed -$1K – 145
2022
Q2 		$1K Hold
7
– – ﹤0.01% 444
2022
Q1 		$1K Buy
+7
New +$879 ﹤0.01% 445
2019
Q4 		– Sell
-21
Closed -$2K – 596
2019
Q3 		$2K Hold
21
– – ﹤0.01% 488
2019
Q2 		$2K Hold
21
– – ﹤0.01% 536
2019
Q1 		$2K Hold
21
– – ﹤0.01% 520
2018
Q4 		$2K Buy
+21
New +$1.89K ﹤0.01% 562

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Global Wealth Management Investment Advisory's ALL Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Allstate (ALL) in Q3 2022, closing a stake of 7 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in ALL in Q4 2018 and held it in 6 quarters. The position peaked at $2K in Q3 2019. 1,211 funds tracked by Wall St. Rank hold ALL as of Q3 2022.

  • Global Wealth Management Investment Advisory reported no remaining Allstate position as of Q3 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 7 Allstate shares in Q3 2022, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Allstate in Q4 2018 and held it in 6 quarters.
  • Global Wealth Management Investment Advisory's Allstate position peaked at $2K in Q3 2019.
  • 1,211 funds tracked by Wall St. Rank held Allstate as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.