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Janiczek Wealth Management’s Allstate ALL Stock Holding History

Janiczek Wealth Management’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
Q2 		$21.6K Hold
135
– – ﹤0.01% 547
2024
Q1 		$23.4K Hold
135
– – 0.01% 542
2023
Q4 		$18.9K Buy
135
+59
+78% +$7.69K ﹤0.01% 554
2023
Q3 		$8.47K Sell
76
-13
-15% -$1.42K ﹤0.01% 662
2023
Q2 		$9.71K Sell
89
-142
-61% -$16.1K ﹤0.01% 575
2023
Q1 		$25.9K Sell
231
-27
-10% -$3.41K 0.01% 411
2022
Q4 		$35.4K Sell
258
-12
-4% -$1.57K 0.01% 361
2022
Q3 		$35K Buy
270
+12
+5% +$1.49K 0.01% 360
2022
Q2 		$30K Sell
258
-49
-16% -$6.42K 0.01% 394
2022
Q1 		$43K Hold
307
– – 0.01% 327
2021
Q4 		$36K Buy
307
+54
+21% +$6.39K 0.01% 368
2021
Q3 		$32K Buy
253
+30
+13% +$3.96K 0.01% 365
2021
Q2 		$29K Sell
223
-13
-6% -$1.68K 0.01% 355
2021
Q1 		$27K Buy
236
+30
+15% +$3.31K 0.01% 342
2020
Q4 		$23K Buy
206
+156
+312% +$15.3K 0.01% 324
2020
Q3 		$5K Buy
50
+23
+85% +$2.15K ﹤0.01% 327
2020
Q2 		$3K Buy
+27
New +$2.65K ﹤0.01% 226

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Janiczek Wealth Management's ALL Position: Q2 2024 in Review

Janiczek Wealth Management held its Allstate (ALL) position steady in Q2 2024 at 135 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Janiczek Wealth Management first reported a position in ALL in Q2 2020 and has held it in 17 quarters since. The position peaked at $43K in Q1 2022. 1,334 funds tracked by Wall St. Rank hold ALL as of Q2 2024.

  • Janiczek Wealth Management held 135 shares of Allstate worth $21.6K as of Q2 2024.
  • Janiczek Wealth Management left its Allstate share count unchanged in Q2 2024.
  • Allstate made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #547 holding.
  • Janiczek Wealth Management first reported a position in Allstate in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Allstate position peaked at $43K in Q1 2022.
  • 1,334 funds tracked by Wall St. Rank held Allstate as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.