Summit Wealth Group’s Allstate ALL Stock Holding History

Summit Wealth 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
2023 Q2	–	Sell	-18,062	Closed	–	–	86
2023 Q1	$0	Buy	+18,062	New	+$2.28M	﹤0.01%	157

Other funds holding ALL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Summit Wealth Group's ALL Position: Q2 2023 in Review

Summit Wealth Group sold out of Allstate (ALL) in Q2 2023, closing a stake of 18,062 shares.

Summit Wealth Group first reported a position in ALL in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 1,135 funds tracked by Wall St. Rank hold ALL as of Q2 2023.

Summit Wealth Group reported no remaining Allstate position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 18,062 Allstate shares in Q2 2023.
Summit Wealth Group first reported a position in Allstate in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Allstate position peaked at $0 in Q1 2023.
1,135 funds tracked by Wall St. Rank held Allstate as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.