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Sutton Wealth Advisors’s Allstate ALL Stock Holding History

Sutton Wealth Advisors’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
Q3 		$22.5K Sell
202
-20
-9% -$2.18K 0.01% 342
2023
Q2 		$24.2K Hold
222
– – 0.01% 325
2023
Q1 		$24.6K Sell
222
-1,909
-90% -$241K 0.01% 283
2022
Q4 		$289K Sell
2,131
-33
-2% -$4.32K 0.11% 137
2022
Q3 		$269K Buy
2,164
+32
+2% +$3.98K 0.11% 140
2022
Q2 		$270K Buy
2,132
+5
+0.2% +$655 0.11% 135
2022
Q1 		$295K Buy
2,127
+3
+0.1% +$377 0.1% 140
2021
Q4 		$250K Sell
2,124
-2
-0.1% -$237 0.08% 161
2021
Q3 		$271K Buy
2,126
+2
+0.1% +$264 0.1% 141
2021
Q2 		$277K Hold
2,124
– – 0.1% 139
2021
Q1 		$244K Buy
2,124
+4
+0.2% +$441 0.1% 148
2020
Q4 		$233K Sell
2,120
-30
-1% -$2.95K 0.1% 143
2020
Q3 		$202K Sell
2,150
-7
-0.3% -$653 0.1% 140
2020
Q2 		$209K Buy
2,157
+45
+2% +$4.42K 0.11% 135
2020
Q1 		$194K Buy
2,112
+5
+0.2% +$544 0.12% 128
2019
Q4 		$237K Hold
2,107
– – 0.12% 132
2019
Q3 		$229K Hold
2,107
– – 0.13% 129
2019
Q2 		$214K Hold
2,107
– – 0.12% 132
2019
Q1 		$198K Hold
2,107
– – 0.12% 142
2018
Q4 		$174K Hold
2,107
– – 0.11% 143
2018
Q3 		$208K Hold
2,107
– – 0.14% 125
2018
Q2 		$192K Hold
2,107
– – 0.13% 128
2018
Q1 		$200K Hold
2,107
– – 0.14% 126
2017
Q4 		$221K Hold
2,107
– – 0.16% 118
2017
Q3 		$194K Hold
2,107
– – 0.15% 121
2017
Q2 		$186K Hold
2,107
– – 0.15% 120
2017
Q1 		$172K Hold
2,107
– – 0.14% 121
2016
Q4 		$156K Hold
2,107
– – 0.14% 128
2016
Q3 		$146K Hold
2,107
– – 0.13% 131
2016
Q2 		$147K Hold
2,107
– – 0.14% 128
2016
Q1 		$142K Buy
+2,107
New +$132K 0.13% 132

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Sutton Wealth Advisors's ALL Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Allstate (ALL) stake by 9% in Q3 2023, selling an estimated $2.18K and leaving 202 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #342.

Sutton Wealth Advisors first reported a position in ALL in Q1 2016 and has held it in 31 quarters since. The position peaked at $295K in Q1 2022. 1,091 funds tracked by Wall St. Rank hold ALL as of Q3 2023.

  • Sutton Wealth Advisors held 202 shares of Allstate worth $22.5K as of Q3 2023.
  • Sutton Wealth Advisors sold 20 Allstate shares in Q3 2023, an estimated $2.18K.
  • Allstate made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #342 holding.
  • Sutton Wealth Advisors first reported a position in Allstate in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Allstate position peaked at $295K in Q1 2022.
  • 1,091 funds tracked by Wall St. Rank held Allstate as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.