RMR Wealth Builders’s Allstate ALL Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-779	Closed	-$90K	–	193
2021 Q1	$90K	Buy	+779	New	+$85.8K	0.02%	281
2020 Q3	–	Sell	-209	Closed	-$20K	–	231
2020 Q2	$20K	Buy	+209	New	+$20.5K	0.02%	308

Other funds holding ALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RMR Wealth Builders's ALL Position: Q2 2021 in Review

RMR Wealth Builders sold out of Allstate (ALL) in Q2 2021, closing a stake of 779 shares — an estimated $90K sold.

RMR Wealth Builders first reported a position in ALL in Q2 2020 and held it in 2 quarters. The position peaked at $90K in Q1 2021. 1,196 funds tracked by Wall St. Rank hold ALL as of Q2 2021.

RMR Wealth Builders reported no remaining Allstate position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 779 Allstate shares in Q2 2021, an estimated $90K.
RMR Wealth Builders first reported a position in Allstate in Q2 2020 and held it in 2 quarters.
RMR Wealth Builders's Allstate position peaked at $90K in Q1 2021.
1,196 funds tracked by Wall St. Rank held Allstate as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.