LPWM
ALL icon

Lake Point Wealth Management’s Allstate ALL Stock Holding History

Lake Point 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
2022
Q2 		$4K Hold
30
– – ﹤0.01% 245
2022
Q1 		$4K Hold
30
– – ﹤0.01% 252
2021
Q4 		$4K Hold
30
– – ﹤0.01% 269
2021
Q3 		$4K Hold
30
– – ﹤0.01% 251
2021
Q2 		$4K Buy
+30
New +$3.88K ﹤0.01% 260
2020
Q1 		$3K Buy
30
+10
+50% +$1.09K ﹤0.01% 216
2019
Q4 		$2K Buy
+20
New +$2.18K ﹤0.01% 469

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
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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lake Point Wealth Management's ALL Position: Q2 2022 in Review

Lake Point Wealth Management held its Allstate (ALL) position steady in Q2 2022 at 30 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Lake Point Wealth Management first reported a position in ALL in Q4 2019 and has held it in 7 quarters since. 1,250 funds tracked by Wall St. Rank hold ALL as of Q2 2022.

  • Lake Point Wealth Management held 30 shares of Allstate worth $4K as of Q2 2022.
  • Lake Point Wealth Management left its Allstate share count unchanged in Q2 2022.
  • Allstate made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #245 holding.
  • Lake Point Wealth Management first reported a position in Allstate in Q4 2019 and has held it in 7 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Allstate as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.