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MPS Loria Financial Planners’s Allstate ALL Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-387
Closed -$44K – 108
2021
Q1 		$44K Sell
387
-1
-0.3% -$110 0.02% 172
2020
Q4 		$42K Buy
388
+32
+9% +$3.15K 0.02% 173
2020
Q3 		$34K Buy
356
+1
+0.3% +$93 0.02% 167
2020
Q2 		$34K Buy
+355
New +$34.9K 0.02% 167
2017
Q3 		– Sell
-342
Closed -$32K – 82
2017
Q2 		$32K Buy
+342
New +$29K 0.02% 193

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MPS Loria Financial Planners's ALL Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Allstate (ALL) in Q2 2021, closing a stake of 387 shares — an estimated $44K sold.

MPS Loria Financial Planners first reported a position in ALL in Q2 2017 and held it in 5 quarters. The position peaked at $44K in Q1 2021. 1,195 funds tracked by Wall St. Rank hold ALL as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Allstate position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 387 Allstate shares in Q2 2021, an estimated $44K.
  • MPS Loria Financial Planners first reported a position in Allstate in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Allstate position peaked at $44K in Q1 2021.
  • 1,195 funds tracked by Wall St. Rank held Allstate as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.