GoalVest Advisory’s Allstate ALL Stock Holding History

GoalVest 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
2024 Q4	–	Sell	-52	Closed	-$9.86K	–	380
2024 Q3	$9.86K	Buy	+52	New	+$9.23K	﹤0.01%	327
2022 Q3	–	Sell	-612	Closed	-$79K	–	252
2022 Q2	$79K	Buy	+612	New	+$80.2K	0.05%	141

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GoalVest Advisory's ALL Position: Q4 2024 in Review

GoalVest Advisory sold out of Allstate (ALL) in Q4 2024, closing a stake of 52 shares — an estimated $9.86K sold.

GoalVest Advisory first reported a position in ALL in Q2 2022 and held it in 2 quarters. The position peaked at $79K in Q2 2022. 1,544 funds tracked by Wall St. Rank hold ALL as of Q4 2024.

GoalVest Advisory reported no remaining Allstate position as of Q4 2024 after selling out during the quarter.
GoalVest Advisory sold 52 Allstate shares in Q4 2024, an estimated $9.86K.
GoalVest Advisory first reported a position in Allstate in Q2 2022 and held it in 2 quarters.
GoalVest Advisory's Allstate position peaked at $79K in Q2 2022.
1,544 funds tracked by Wall St. Rank held Allstate as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.