JFA
ALL icon

Johanson Financial Advisors’s Allstate ALL Stock Holding History

Johanson Financial 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
2021
Q4 		$332K Buy
2,818
+1,204
+75% +$142K 0.1% 101
2021
Q3 		$206K Buy
+1,614
New +$213K 0.07% 119

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Johanson Financial Advisors's ALL Position: Q4 2021 in Review

Johanson Financial Advisors increased its Allstate (ALL) stake by 75% in Q4 2021, buying an estimated $142K and bringing the position to 2,818 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #101.

Johanson Financial Advisors first reported a position in ALL in Q3 2021 and has held it in 2 quarters since. 1,231 funds tracked by Wall St. Rank hold ALL as of Q4 2021.

  • Johanson Financial Advisors held 2,818 shares of Allstate worth $332K as of Q4 2021.
  • Johanson Financial Advisors bought 1,204 Allstate shares in Q4 2021, an estimated $142K.
  • Allstate made up 0.1% of Johanson Financial Advisors's portfolio in Q4 2021, its #101 holding.
  • Johanson Financial Advisors first reported a position in Allstate in Q3 2021 and has held it in 2 quarters since.
  • 1,231 funds tracked by Wall St. Rank held Allstate as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.