LWM
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Loveless Wealth Management’s Allstate ALL Stock Holding History

Loveless 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 		$1.31M Sell
10,373
-134
-1% -$17.6K 0.86% 40
2022
Q1 		$1.46M Buy
10,507
+25
+0.2% +$3.14K 0.82% 41
2021
Q4 		$1.23M Buy
10,482
+554
+6% +$65.5K 0.68% 51
2021
Q3 		$1.26M Sell
9,928
-137
-1% -$18.1K 0.77% 50
2021
Q2 		$1.31M Sell
10,065
-100
-1% -$12.9K 0.8% 46
2021
Q1 		$1.17M Sell
10,165
-50
-0.5% -$5.51K 0.77% 46
2020
Q4 		$1.12M Sell
10,215
-100
-1% -$9.83K 0.83% 44
2020
Q3 		$971K Buy
10,315
+400
+4% +$37.3K 0.82% 46
2020
Q2 		$962K Sell
9,915
-130
-1% -$12.8K 0.9% 43
2020
Q1 		$921K Hold
10,045
– – 1.09% 33
2019
Q4 		$1.13M Buy
+10,045
New +$1.1M 0.98% 35

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

Loveless Wealth Management's ALL Position: Q2 2022 in Review

Loveless Wealth Management reduced its Allstate (ALL) stake by 1.3% in Q2 2022, selling an estimated $17.6K and leaving 10,373 shares worth $1.31M. The position accounts for 0.86% of the portfolio, ranked #40.

Loveless Wealth Management first reported a position in ALL in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.46M in Q1 2022. 1,250 funds tracked by Wall St. Rank hold ALL as of Q2 2022.

  • Loveless Wealth Management held 10,373 shares of Allstate worth $1.31M as of Q2 2022.
  • Loveless Wealth Management sold 134 Allstate shares in Q2 2022, an estimated $17.6K.
  • Allstate made up 0.86% of Loveless Wealth Management's portfolio in Q2 2022, its #40 holding.
  • Loveless Wealth Management first reported a position in Allstate in Q4 2019 and has held it in 11 quarters since.
  • Loveless Wealth Management's Allstate position peaked at $1.46M in Q1 2022.
  • 1,250 funds tracked by Wall St. Rank held Allstate as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.