SFPG
ALL icon

Stonebridge Financial Planning Group’s Allstate ALL Stock Holding History

Stonebridge Financial Planning Group’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
2020
Q3 		– Sell
-25
Closed -$2K – 377
2020
Q2 		$2K Hold
25
– – ﹤0.01% 372
2020
Q1 		$2K Hold
25
– – ﹤0.01% 389
2019
Q4 		$3K Buy
+25
New +$2.73K ﹤0.01% 338

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Stonebridge Financial Planning Group's ALL Position: Q3 2020 in Review

Stonebridge Financial Planning Group sold out of Allstate (ALL) in Q3 2020, closing a stake of 25 shares — an estimated $2K sold.

Stonebridge Financial Planning Group first reported a position in ALL in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 1,039 funds tracked by Wall St. Rank hold ALL as of Q3 2020.

  • Stonebridge Financial Planning Group reported no remaining Allstate position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 25 Allstate shares in Q3 2020, an estimated $2K.
  • Stonebridge Financial Planning Group first reported a position in Allstate in Q4 2019 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's Allstate position peaked at $3K in Q4 2019.
  • 1,039 funds tracked by Wall St. Rank held Allstate as of Q3 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2020, filed 26 Oct 2020.