TA
ALL icon

Tiedemann Advisors’s Allstate ALL Stock Holding History

Tiedemann 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 		$350K Hold
3,120
– – 0.02% 203
2023
Q2 		$343K Sell
3,120
-4
-0.1% -$454 0.01% 197
2023
Q1 		$349K Hold
3,124
– – 0.02% 192
2022
Q4 		$426K Buy
3,124
+4
+0.1% +$523 0.02% 166
2022
Q3 		$390K Hold
3,120
– – 0.02% 164
2022
Q2 		$399K Sell
3,120
-36
-1% -$4.72K 0.03% 165
2022
Q1 		$440K Buy
3,156
+36
+1% +$4.52K 0.02% 196
2021
Q4 		$369K Hold
3,120
– – 0.02% 223
2021
Q3 		$399K Sell
3,120
-9
-0.3% -$1.19K 0.02% 212
2021
Q2 		$412K Sell
3,129
-110
-3% -$14.2K 0.02% 252
2021
Q1 		$374K Sell
3,239
-472
-13% -$52K 0.02% 241
2020
Q4 		$410K Buy
3,711
+7
+0.2% +$688 0.02% 225
2020
Q3 		$350K Buy
3,704
+32
+0.9% +$2.98K 0.02% 249
2020
Q2 		$358K Sell
3,672
-14
-0.4% -$1.38K 0.02% 235
2020
Q1 		$340K Buy
3,686
+63
+2% +$6.85K 0.02% 225
2019
Q4 		$407K Sell
3,623
-136
-4% -$14.8K 0.02% 223
2019
Q3 		$411K Buy
3,759
+211
+6% +$22K 0.02% 233
2019
Q2 		$362K Buy
3,548
+232
+7% +$22.7K 0.02% 229
2019
Q1 		$313K Buy
3,316
+15
+0.5% +$1.36K 0.01% 354
2018
Q4 		$273K Buy
3,301
+181
+6% +$16.3K 0.01% 355
2018
Q3 		$309K Hold
3,120
– – 0.02% 255
2018
Q2 		$285K Sell
3,120
-8
-0.3% -$760 0.02% 258
2018
Q1 		$298K Buy
3,128
+6
+0.2% +$581 0.02% 229
2017
Q4 		$327K Buy
3,122
+2
+0.1% +$197 0.03% 182
2017
Q3 		$288K Sell
3,120
-5,177
-62% -$471K 0.03% 285
2017
Q2 		$734K Buy
8,297
+2,950
+55% +$250K 0.05% 260
2017
Q1 		$436K Buy
5,347
+2,227
+71% +$175K 0.04% 292
2016
Q4 		$231K Hold
3,120
– – 0.02% 286
2016
Q3 		$211K Buy
+3,120
New +$215K 0.04% 122

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

Tiedemann Advisors's ALL Position: Q3 2023 in Review

Tiedemann Advisors held its Allstate (ALL) position steady in Q3 2023 at 3,120 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #203.

Tiedemann Advisors first reported a position in ALL in Q3 2016 and has held it in 29 quarters since. The position peaked at $734K in Q2 2017. 1,090 funds tracked by Wall St. Rank hold ALL as of Q3 2023.

  • Tiedemann Advisors held 3,120 shares of Allstate worth $350K as of Q3 2023.
  • Tiedemann Advisors left its Allstate share count unchanged in Q3 2023.
  • Allstate made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #203 holding.
  • Tiedemann Advisors first reported a position in Allstate in Q3 2016 and has held it in 29 quarters since.
  • Tiedemann Advisors's Allstate position peaked at $734K in Q2 2017.
  • 1,090 funds tracked by Wall St. Rank held Allstate as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.