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MorganRosel Wealth Management’s Allstate ALL Stock Holding History

MorganRosel 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
2020
Q2 		– Sell
-6,063
Closed -$556K – 70
2020
Q1 		$556K Sell
6,063
-329
-5% -$35.8K 0.63% 33
2019
Q4 		$719K Sell
6,392
-380
-6% -$41.5K 0.55% 40
2019
Q3 		$736K Buy
+6,772
New +$707K 0.6% 37

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MorganRosel Wealth Management's ALL Position: Q2 2020 in Review

MorganRosel Wealth Management sold out of Allstate (ALL) in Q2 2020, closing a stake of 6,063 shares — an estimated $556K sold.

MorganRosel Wealth Management first reported a position in ALL in Q3 2019 and held it in 3 quarters. The position peaked at $736K in Q3 2019. 1,072 funds tracked by Wall St. Rank hold ALL as of Q2 2020.

  • MorganRosel Wealth Management reported no remaining Allstate position as of Q2 2020 after selling out during the quarter.
  • MorganRosel Wealth Management sold 6,063 Allstate shares in Q2 2020, an estimated $556K.
  • MorganRosel Wealth Management first reported a position in Allstate in Q3 2019 and held it in 3 quarters.
  • MorganRosel Wealth Management's Allstate position peaked at $736K in Q3 2019.
  • 1,072 funds tracked by Wall St. Rank held Allstate as of Q2 2020.

Based on MorganRosel Wealth Management's 13F filing for Q2 2020, filed 13 Jul 2020.