MinichMacGregor Wealth Management’s Allstate ALL Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-17	Closed	-$2.31K	–	117
2022 Q4	$2.31K	Buy	+17	New	+$2.22K	﹤0.01%	556
2018 Q1	–	Sell	-21	Closed	-$2K	–	505
2017 Q4	$2K	Hold	21	–	–	﹤0.01%	408
2017 Q3	$1K	Hold	21	–	–	﹤0.01%	407
2017 Q2	$1K	Hold	21	–	–	﹤0.01%	401
2017 Q1	$1K	Buy	+21	New	+$1.65K	﹤0.01%	392
2016 Q1	–	Sell	-24	Closed	-$1K	–	429
2015 Q4	$1K	Buy	+24	New	+$1.49K	﹤0.01%	343

Other funds holding ALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MinichMacGregor Wealth Management's ALL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Allstate (ALL) in Q1 2023, closing a stake of 17 shares — an estimated $2.31K sold.

MinichMacGregor Wealth Management first reported a position in ALL in Q4 2015 and held it in 6 quarters. The position peaked at $2.31K in Q4 2022. 1,172 funds tracked by Wall St. Rank hold ALL as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Allstate position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 17 Allstate shares in Q1 2023, an estimated $2.31K.
MinichMacGregor Wealth Management first reported a position in Allstate in Q4 2015 and held it in 6 quarters.
MinichMacGregor Wealth Management's Allstate position peaked at $2.31K in Q4 2022.
1,172 funds tracked by Wall St. Rank held Allstate as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.