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Partnership Wealth Management’s Allstate ALL Stock Holding History

Partnership 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
2024
Q4 		– Sell
-556
Closed -$105K – 75
2024
Q3 		$105K Hold
556
– – 0.07% 92
2024
Q2 		$88.8K Hold
556
– – 0.07% 121
2024
Q1 		$96.2K Hold
556
– – 0.07% 121
2023
Q4 		$86.3K Buy
+556
New +$72.5K 0.07% 125

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Partnership Wealth Management's ALL Position: Q4 2024 in Review

Partnership Wealth Management sold out of Allstate (ALL) in Q4 2024, closing a stake of 556 shares — an estimated $105K sold.

Partnership Wealth Management first reported a position in ALL in Q4 2023 and held it in 4 quarters. The position peaked at $105K in Q3 2024. 1,544 funds tracked by Wall St. Rank hold ALL as of Q4 2024.

  • Partnership Wealth Management reported no remaining Allstate position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 556 Allstate shares in Q4 2024, an estimated $105K.
  • Partnership Wealth Management first reported a position in Allstate in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Allstate position peaked at $105K in Q3 2024.
  • 1,544 funds tracked by Wall St. Rank held Allstate as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.