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River Wealth Advisors’s Allstate ALL Stock Holding History

River 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
2019
Q1 		– Sell
-600
Closed -$50K – 163
2018
Q4 		$50K Sell
600
-30
-5% -$2.69K 0.02% 243
2018
Q3 		$62K Sell
630
-70
-10% -$6.83K 0.02% 258
2018
Q2 		$64K Buy
+700
New +$66.5K 0.02% 249

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

River Wealth Advisors's ALL Position: Q1 2019 in Review

River Wealth Advisors sold out of Allstate (ALL) in Q1 2019, closing a stake of 600 shares — an estimated $50K sold.

River Wealth Advisors first reported a position in ALL in Q2 2018 and held it in 3 quarters. The position peaked at $64K in Q2 2018. 999 funds tracked by Wall St. Rank hold ALL as of Q1 2019.

  • River Wealth Advisors reported no remaining Allstate position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 600 Allstate shares in Q1 2019, an estimated $50K.
  • River Wealth Advisors first reported a position in Allstate in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Allstate position peaked at $64K in Q2 2018.
  • 999 funds tracked by Wall St. Rank held Allstate as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.