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Personal Wealth Partners’s Allstate ALL Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-118
Closed -$15K – 89
2021
Q2 		$15K Buy
+118
New +$15.2K 0.01% 232
2020
Q1 		– Sell
-95
Closed -$11K – 84
2019
Q4 		$11K Hold
95
– – ﹤0.01% 224
2019
Q3 		$10K Buy
+95
New +$9.91K ﹤0.01% 234

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

Personal Wealth Partners's ALL Position: Q3 2021 in Review

Personal Wealth Partners sold out of Allstate (ALL) in Q3 2021, closing a stake of 118 shares — an estimated $15K sold.

Personal Wealth Partners first reported a position in ALL in Q3 2019 and held it in 3 quarters. The position peaked at $15K in Q2 2021. 1,191 funds tracked by Wall St. Rank hold ALL as of Q3 2021.

  • Personal Wealth Partners reported no remaining Allstate position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 118 Allstate shares in Q3 2021, an estimated $15K.
  • Personal Wealth Partners first reported a position in Allstate in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Allstate position peaked at $15K in Q2 2021.
  • 1,191 funds tracked by Wall St. Rank held Allstate as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.