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Paladin Advisory Group’s Allstate ALL Stock Holding History

Paladin Advisory Group’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
Q4 		– Sell
-435
Closed -$48.5K – 231
2023
Q3 		$48.5K Buy
435
+3
+0.7% +$327 0.04% 150
2023
Q2 		$47.1K Buy
432
+4
+0.9% +$454 0.04% 156
2023
Q1 		$47.5K Buy
+428
New +$54.1K 0.04% 154
2022
Q2 		– Sell
-419
Closed -$54.9K – 291
2022
Q1 		$58K Buy
+419
New +$52.6K 0.05% 158

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Paladin Advisory Group's ALL Position: Q4 2023 in Review

Paladin Advisory Group sold out of Allstate (ALL) in Q4 2023, closing a stake of 435 shares — an estimated $48.5K sold.

Paladin Advisory Group first reported a position in ALL in Q1 2022 and held it in 4 quarters. The position peaked at $58K in Q1 2022. 1,243 funds tracked by Wall St. Rank hold ALL as of Q4 2023.

  • Paladin Advisory Group reported no remaining Allstate position as of Q4 2023 after selling out during the quarter.
  • Paladin Advisory Group sold 435 Allstate shares in Q4 2023, an estimated $48.5K.
  • Paladin Advisory Group first reported a position in Allstate in Q1 2022 and held it in 4 quarters.
  • Paladin Advisory Group's Allstate position peaked at $58K in Q1 2022.
  • 1,243 funds tracked by Wall St. Rank held Allstate as of Q4 2023.

Based on Paladin Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.