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 Q1	–	Sell	-425	Closed	-$57.7K	–	279
2022 Q4	$57.7K	Buy	425 +3	+0.7%	+$392	0.05%	145
2022 Q3	$52K	Buy	422 +3	+0.7%	+$373	0.05%	154
2022 Q2	$53K	Buy	+419	New	+$54.9K	0.05%	156
2022 Q1	–	Sell	-414	Closed	-$48K	–	288
2021 Q4	$48K	Buy	+414	New	+$49K	0.04%	176

Other funds holding ALL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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.