Lenox Wealth Advisors’s Allstate ALL Stock Holding History

Lenox 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
2022 Q1	$108K	Buy	760 +204	+37%	+$25.6K	0.01%	161
2021 Q4	$65K	Hold	556	–	–	0.01%	221
2021 Q3	$71K	Hold	556	–	–	0.01%	192
2021 Q2	$73K	Sell	556 -38	-6%	-$4.91K	0.01%	181
2021 Q1	$68K	Hold	594	–	–	0.01%	152
2020 Q4	$65K	Hold	594	–	–	0.01%	158
2020 Q3	$56K	Buy	594 +556	+1,463%	+$51.9K	0.01%	154
2020 Q2	$4K	Buy	+38	New	+$3.73K	﹤0.01%	450
2017 Q4	–	Sell	-3	Closed	–	–	385
2017 Q3	$0	Buy	+3	New	+$273	﹤0.01%	235
2015 Q4	–	Sell	-69	Closed	-$4K	–	497
2015 Q3	$4K	Buy	+69	New	+$4.31K	﹤0.01%	273
2015 Q2	–	Sell	-69	Closed	-$5K	–	295
2015 Q1	$5K	Buy	+69	New	+$4.87K	﹤0.01%	230

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's ALL Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Allstate (ALL) stake by 37% in Q1 2022, buying an estimated $25.6K and bringing the position to 760 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #161.

Lenox Wealth Advisors first reported a position in ALL in Q1 2015 and has held it in 11 quarters since. 1,284 funds tracked by Wall St. Rank hold ALL as of Q1 2022.

Lenox Wealth Advisors held 760 shares of Allstate worth $108K as of Q1 2022.
Lenox Wealth Advisors bought 204 Allstate shares in Q1 2022, an estimated $25.6K.
Allstate made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #161 holding.
Lenox Wealth Advisors first reported a position in Allstate in Q1 2015 and has held it in 11 quarters since.
1,284 funds tracked by Wall St. Rank held Allstate as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.