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Selective Wealth Management’s Allstate ALL Stock Holding History

Selective Wealth Management’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
Q1 		– Sell
-200
Closed -$24K – 719
2021
Q4 		$24K Hold
200
– – 0.01% 384
2021
Q3 		$25K Buy
+200
New +$26.4K 0.01% 339
2020
Q3 		– Sell
-113
Closed -$11K – 310
2020
Q2 		$11K Hold
113
– – 0.01% 228
2020
Q1 		$10K Hold
113
– – 0.02% 151
2019
Q4 		$13K Hold
113
– – 0.02% 144
2019
Q3 		$12K Buy
+113
New +$11.8K 0.02% 155

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 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

Selective Wealth Management's ALL Position: Q1 2022 in Review

Selective Wealth Management sold out of Allstate (ALL) in Q1 2022, closing a stake of 200 shares — an estimated $24K sold.

Selective Wealth Management first reported a position in ALL in Q3 2019 and held it in 6 quarters. The position peaked at $25K in Q3 2021. 1,283 funds tracked by Wall St. Rank hold ALL as of Q1 2022.

  • Selective Wealth Management reported no remaining Allstate position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 200 Allstate shares in Q1 2022, an estimated $24K.
  • Selective Wealth Management first reported a position in Allstate in Q3 2019 and held it in 6 quarters.
  • Selective Wealth Management's Allstate position peaked at $25K in Q3 2021.
  • 1,283 funds tracked by Wall St. Rank held Allstate as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.