Lantern Wealth Advisors’s Allstate ALL Stock Holding History

Lantern 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
2024 Q1	–	Sell	-4,483	Closed	-$628K	–	129
2023 Q4	$628K	Buy	+4,483	New	+$585K	0.49%	51

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Lantern Wealth Advisors's ALL Position: Q1 2024 in Review

Lantern Wealth Advisors sold out of Allstate (ALL) in Q1 2024, closing a stake of 4,483 shares — an estimated $628K sold.

Lantern Wealth Advisors first reported a position in ALL in Q4 2023 and held it in 1 quarter. The position peaked at $628K in Q4 2023. 1,326 funds tracked by Wall St. Rank hold ALL as of Q1 2024.

Lantern Wealth Advisors reported no remaining Allstate position as of Q1 2024 after selling out during the quarter.
Lantern Wealth Advisors sold 4,483 Allstate shares in Q1 2024, an estimated $628K.
Lantern Wealth Advisors first reported a position in Allstate in Q4 2023 and held it in 1 quarter.
Lantern Wealth Advisors's Allstate position peaked at $628K in Q4 2023.
1,326 funds tracked by Wall St. Rank held Allstate as of Q1 2024.

Based on Lantern Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.