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Teamwork Financial Advisors’s Allstate ALL Stock Holding History

Teamwork Financial 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
2024
Q2 		– Sell
-1,823
Closed -$315K – 140
2024
Q1 		$315K Sell
1,823
-39
-2% -$6.16K 0.05% 139
2023
Q4 		$261K Sell
1,862
-220
-11% -$28.7K 0.04% 154
2023
Q3 		$232K Sell
2,082
-91
-4% -$9.93K 0.04% 182
2023
Q2 		$237K Buy
2,173
+200
+10% +$22.7K 0.04% 175
2023
Q1 		$219K Sell
1,973
-7,648
-79% -$967K 0.04% 170
2022
Q4 		$1.3M Sell
9,621
-30,686
-76% -$4.01M 0.26% 67
2022
Q3 		$5.02M Buy
40,307
+7,850
+24% +$975K 1.08% 14
2022
Q2 		$4.11M Buy
+32,457
New +$4.25M 0.9% 18

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Teamwork Financial Advisors's ALL Position: Q2 2024 in Review

Teamwork Financial Advisors sold out of Allstate (ALL) in Q2 2024, closing a stake of 1,823 shares — an estimated $315K sold.

Teamwork Financial Advisors first reported a position in ALL in Q2 2022 and held it in 8 quarters. The position peaked at $5.02M in Q3 2022. 1,334 funds tracked by Wall St. Rank hold ALL as of Q2 2024.

  • Teamwork Financial Advisors reported no remaining Allstate position as of Q2 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 1,823 Allstate shares in Q2 2024, an estimated $315K.
  • Teamwork Financial Advisors first reported a position in Allstate in Q2 2022 and held it in 8 quarters.
  • Teamwork Financial Advisors's Allstate position peaked at $5.02M in Q3 2022.
  • 1,334 funds tracked by Wall St. Rank held Allstate as of Q2 2024.

Based on Teamwork Financial Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.