SWS
ALL icon

SYSTM Wealth Solutions’s Allstate ALL Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-1,695
Closed -$271K – 111
2024
Q2 		$271K Sell
1,695
-4,309
-72% -$719K 0.06% 177
2024
Q1 		$1.04M Sell
6,004
-286
-5% -$45.1K 0.13% 188
2023
Q4 		$884K Sell
6,290
-5
-0.1% -$652 0.12% 214
2023
Q3 		$701K Sell
6,295
-1,173
-16% -$128K 0.11% 231
2023
Q2 		$814K Buy
7,468
+106
+1% +$12K 0.11% 238
2023
Q1 		$816K Sell
7,362
-105
-1% -$13.3K 0.13% 201
2022
Q4 		$1.01M Buy
+7,467
New +$976K 0.13% 206

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SYSTM Wealth Solutions's ALL Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Allstate (ALL) in Q3 2024, closing a stake of 1,695 shares — an estimated $271K sold.

SYSTM Wealth Solutions first reported a position in ALL in Q4 2022 and held it in 7 quarters. The position peaked at $1.04M in Q1 2024. 1,425 funds tracked by Wall St. Rank hold ALL as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Allstate position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,695 Allstate shares in Q3 2024, an estimated $271K.
  • SYSTM Wealth Solutions first reported a position in Allstate in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Allstate position peaked at $1.04M in Q1 2024.
  • 1,425 funds tracked by Wall St. Rank held Allstate as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.