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Invera Wealth Advisors’s Allstate ALL Stock Holding History

Invera 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
2026
Q1 		$1.48M Sell
7,151
-82
-1% -$16.8K 0.95% 34
2025
Q4 		$1.51M Sell
7,233
-644
-8% -$132K 0.95% 34
2025
Q3 		$1.69M Buy
7,877
+6
+0.1% +$1.21K 1.04% 30
2025
Q2 		$1.58M Sell
7,871
-271
-3% -$54.1K 1.03% 32
2025
Q1 		$1.69M Buy
+8,142
New +$1.59M 1.09% 31
2024
Q2 		– Sell
-11,055
Closed -$1.87M – 49
2024
Q1 		$1.87M Sell
11,055
-10
-0.1% -$1.58K 1.59% 22
2023
Q4 		$1.55M Buy
+11,065
New +$1.44M 0.97% 35

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invera Wealth Advisors's ALL Position: Q1 2026 in Review

Invera Wealth Advisors reduced its Allstate (ALL) stake by 1.1% in Q1 2026, selling an estimated $16.8K and leaving 7,151 shares worth $1.48M. The position accounts for 0.95% of the portfolio, ranked #34.

Invera Wealth Advisors first reported a position in ALL in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.87M in Q1 2024. 1,679 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Invera Wealth Advisors held 7,151 shares of Allstate worth $1.48M as of Q1 2026.
  • Invera Wealth Advisors sold 82 Allstate shares in Q1 2026, an estimated $16.8K.
  • Allstate made up 0.95% of Invera Wealth Advisors's portfolio in Q1 2026, its #34 holding.
  • Invera Wealth Advisors first reported a position in Allstate in Q4 2023 and has held it in 7 quarters since.
  • Invera Wealth Advisors's Allstate position peaked at $1.87M in Q1 2024.
  • 1,679 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.