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Regent Peak Wealth Advisors’s Allstate ALL Stock Holding History

Regent Peak 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
2025
Q1 		– Sell
-1,749
Closed -$337K – 179
2024
Q4 		$337K Buy
1,749
+2
+0.1% +$388 0.08% 108
2024
Q3 		$331K Buy
1,747
+17
+1% +$3.02K 0.08% 115
2024
Q2 		$2.76M Buy
1,730
+16
+0.9% +$2.67K 0.63% 34
2024
Q1 		$297K Sell
1,714
-5
-0.3% -$789 0.08% 123
2023
Q4 		$241K Buy
+1,719
New +$224K 0.07% 132
2023
Q3 		– Sell
-2,167
Closed -$236K – 154
2023
Q2 		$236K Sell
2,167
-433
-17% -$49.1K 0.07% 129
2023
Q1 		$288K Sell
2,600
-263
-9% -$33.2K 0.09% 112
2022
Q4 		$390K Sell
2,863
-13,128
-82% -$1.72M 0.13% 97
2022
Q3 		$2M Buy
15,991
+220
+1% +$27.3K 0.71% 33
2022
Q2 		$2M Sell
15,771
-647
-4% -$84.8K 0.65% 38
2022
Q1 		$2.27M Buy
16,418
+1,246
+8% +$156K 0.65% 34
2021
Q4 		$1.78M Buy
15,172
+34
+0.2% +$4.02K 0.49% 48
2021
Q3 		$1.93M Buy
15,138
+241
+2% +$31.8K 0.55% 39
2021
Q2 		$1.94M Buy
14,897
+978
+7% +$126K 0.54% 42
2021
Q1 		$1.6M Buy
13,919
+12,243
+730% +$1.35M 0.53% 45
2020
Q4 		$184K Buy
+1,676
New +$165K 0.06% 147
2020
Q3 		– Sell
-2,154
Closed -$209K – 128
2020
Q2 		$209K Sell
2,154
-5,556
-72% -$546K 0.09% 113
2020
Q1 		$707K Buy
7,710
+5,429
+238% +$590K 0.39% 55
2019
Q4 		$256K Buy
+2,281
New +$249K 0.12% 108

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Regent Peak Wealth Advisors's ALL Position: Q1 2025 in Review

Regent Peak Wealth Advisors sold out of Allstate (ALL) in Q1 2025, closing a stake of 1,749 shares — an estimated $337K sold.

Regent Peak Wealth Advisors first reported a position in ALL in Q4 2019 and held it in 19 quarters. The position peaked at $2.76M in Q2 2024. 1,570 funds tracked by Wall St. Rank hold ALL as of Q1 2025.

  • Regent Peak Wealth Advisors reported no remaining Allstate position as of Q1 2025 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,749 Allstate shares in Q1 2025, an estimated $337K.
  • Regent Peak Wealth Advisors first reported a position in Allstate in Q4 2019 and held it in 19 quarters.
  • Regent Peak Wealth Advisors's Allstate position peaked at $2.76M in Q2 2024.
  • 1,570 funds tracked by Wall St. Rank held Allstate as of Q1 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.