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Maxwell Wealth Strategies’s Allstate ALL Stock Holding History

Maxwell Wealth Strategies’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
Q4 		$1.67M Buy
8,648
+4
+0% +$776 0.68% 46
2024
Q3 		$1.6M Buy
8,644
+1,949
+29% +$346K 0.68% 51
2024
Q2 		$1.07M Buy
6,695
+33
+0.5% +$5.5K 0.52% 60
2024
Q1 		$1.1M Buy
+6,662
New +$1.05M 0.56% 59

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Maxwell Wealth Strategies's ALL Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its Allstate (ALL) stake by 0.05% in Q4 2024, buying an estimated $776 and bringing the position to 8,648 shares worth $1.67M. The position accounts for 0.68% of the portfolio, ranked #46.

Maxwell Wealth Strategies first reported a position in ALL in Q1 2024 and has held it in 4 quarters since. 1,544 funds tracked by Wall St. Rank hold ALL as of Q4 2024.

  • Maxwell Wealth Strategies held 8,648 shares of Allstate worth $1.67M as of Q4 2024.
  • Maxwell Wealth Strategies bought 4 Allstate shares in Q4 2024, an estimated $776.
  • Allstate made up 0.68% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #46 holding.
  • Maxwell Wealth Strategies first reported a position in Allstate in Q1 2024 and has held it in 4 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Allstate as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.