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Phoenix Wealth Advisors’s Allstate ALL Stock Holding History

Phoenix Wealth Advisors’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
2022
Q4 		– Sell
-2,547
Closed -$317K – 110
2022
Q3 		$317K Hold
2,547
– – 0.32% 71
2022
Q2 		$323K Hold
2,547
– – 0.32% 74
2022
Q1 		$354K Hold
2,547
– – 0.37% 62
2021
Q4 		$300K Sell
2,547
-23
-0.9% -$2.72K 0.23% 91
2021
Q3 		$327K Hold
2,570
– – 0.24% 86
2021
Q2 		$338K Hold
2,570
– – 0.24% 85
2021
Q1 		$298K Hold
2,570
– – 0.23% 83
2020
Q4 		$283K Buy
+2,570
New +$253K 0.22% 78

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Phoenix Wealth Advisors's ALL Position: Q4 2022 in Review

Phoenix Wealth Advisors sold out of Allstate (ALL) in Q4 2022, closing a stake of 2,547 shares — an estimated $317K sold.

Phoenix Wealth Advisors first reported a position in ALL in Q4 2020 and held it in 8 quarters. The position peaked at $354K in Q1 2022. 1,257 funds tracked by Wall St. Rank hold ALL as of Q4 2022.

  • Phoenix Wealth Advisors reported no remaining Allstate position as of Q4 2022 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 2,547 Allstate shares in Q4 2022, an estimated $317K.
  • Phoenix Wealth Advisors first reported a position in Allstate in Q4 2020 and held it in 8 quarters.
  • Phoenix Wealth Advisors's Allstate position peaked at $354K in Q1 2022.
  • 1,257 funds tracked by Wall St. Rank held Allstate as of Q4 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.