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SVA Wealth Management’s Allstate ALL Stock Holding History

SVA 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
2020
Q4 		$290K Buy
+2,639
New +$259K 0.03% 199
2020
Q3 		– Sell
-2,273
Closed -$220K – 211
2020
Q2 		$220K Hold
2,273
– – 0.02% 189
2020
Q1 		$208K Hold
2,273
– – 0.02% 180
2019
Q4 		$256K Sell
2,273
-415
-15% -$45.3K 0.02% 186
2019
Q3 		$292K Buy
2,688
+304
+13% +$31.7K 0.03% 172
2019
Q2 		$242K Buy
+2,384
New +$233K 0.02% 193
2018
Q4 		– Sell
-2,069
Closed -$204K – 208
2018
Q3 		$204K Buy
+2,069
New +$202K 0.02% 208
2018
Q1 		– Sell
-2,119
Closed -$222K – 206
2017
Q4 		$222K Buy
+2,119
New +$209K 0.03% 194
2017
Q3 		– Sell
-2,698
Closed -$239K – 206
2017
Q2 		$239K Hold
2,698
– – 0.03% 186
2017
Q1 		$220K Sell
2,698
-309
-10% -$24.3K 0.03% 183
2016
Q4 		$223K Hold
3,007
– – 0.03% 188
2016
Q3 		$208K Sell
3,007
-220
-7% -$15.2K 0.03% 190
2016
Q2 		$226K Sell
3,227
-379
-11% -$25.4K 0.04% 186
2016
Q1 		$243K Hold
3,606
– – 0.04% 181
2015
Q4 		$224K Buy
3,606
+53
+1% +$3.3K 0.04% 199
2015
Q3 		$207K Buy
3,553
+314
+10% +$19.6K 0.04% 194
2015
Q2 		$210K Buy
+3,239
New +$222K 0.04% 198

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVA Wealth Management's ALL Position: Q4 2020 in Review

SVA Wealth Management opened a new position in Allstate (ALL) in Q4 2020: 2,639 shares worth $290K. The stake represents 0.03% of the portfolio and ranks #199 among its holdings. This is a return to the name: SVA Wealth Management previously reported a position in ALL as recently as Q2 2020.

SVA Wealth Management first reported a position in ALL in Q2 2015 and has held it in 17 quarters since. The position peaked at $292K in Q3 2019. 1,141 funds tracked by Wall St. Rank hold ALL as of Q4 2020.

  • SVA Wealth Management held 2,639 shares of Allstate worth $290K as of Q4 2020.
  • Allstate was a new SVA Wealth Management position in Q4 2020.
  • Allstate made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #199 holding.
  • SVA Wealth Management first reported a position in Allstate in Q2 2015 and has held it in 17 quarters since.
  • SVA Wealth Management's Allstate position peaked at $292K in Q3 2019.
  • 1,141 funds tracked by Wall St. Rank held Allstate as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.