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Sheets Smith Wealth Management’s Allstate ALL Stock Holding History

Sheets Smith 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
2025
Q3 		– Sell
-2,867
Closed -$577K – 402
2025
Q2 		$577K Buy
2,867
+355
+14% +$70.8K 0.07% 262
2025
Q1 		$520K Sell
2,512
-1,429
-36% -$278K 0.06% 251
2024
Q4 		$760K Buy
3,941
+124
+3% +$24.1K 0.09% 191
2024
Q3 		$724K Hold
3,817
– – 0.09% 195
2024
Q2 		$609K Buy
+3,817
New +$637K 0.07% 212

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sheets Smith Wealth Management's ALL Position: Q3 2025 in Review

Sheets Smith Wealth Management sold out of Allstate (ALL) in Q3 2025, closing a stake of 2,867 shares — an estimated $577K sold.

Sheets Smith Wealth Management first reported a position in ALL in Q2 2024 and held it in 5 quarters. The position peaked at $760K in Q4 2024. 1,625 funds tracked by Wall St. Rank hold ALL as of Q3 2025.

  • Sheets Smith Wealth Management reported no remaining Allstate position as of Q3 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,867 Allstate shares in Q3 2025, an estimated $577K.
  • Sheets Smith Wealth Management first reported a position in Allstate in Q2 2024 and held it in 5 quarters.
  • Sheets Smith Wealth Management's Allstate position peaked at $760K in Q4 2024.
  • 1,625 funds tracked by Wall St. Rank held Allstate as of Q3 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.