Tower View Wealth Management’s Allstate ALL Stock Holding History

Tower View 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
2022 Q2	–	Sell	-89	Closed	-$12K	–	159
2022 Q1	$12K	Buy	89 +1	+1%	+$126	0.01%	140
2021 Q4	$10K	Hold	88	–	–	0.01%	153
2021 Q3	$11K	Buy	88 +1	+1%	+$132	0.01%	168
2021 Q2	$11K	Hold	87	–	–	0.01%	123
2021 Q1	$10K	Buy	87 +1	+1%	+$110	0.01%	130
2020 Q4	$9K	Hold	86	–	–	0.01%	132
2020 Q3	$8K	Buy	86 +1	+1%	+$93	0.01%	114
2020 Q2	$8K	Hold	85	–	–	0.01%	106
2020 Q1	$8K	Buy	85 +1	+1%	+$109	0.01%	93
2019 Q4	$9K	Hold	84	–	–	0.01%	115
2019 Q3	$9K	Buy	84 +1	+1%	+$104	0.01%	111
2019 Q2	$8K	Hold	83	–	–	0.01%	110
2019 Q1	$8K	Hold	83	–	–	0.01%	116
2018 Q4	$7K	Buy	83 +1	+1%	+$90	0.01%	116
2018 Q3	$8K	Hold	82	–	–	0.01%	132
2018 Q2	$7K	Buy	82 +1	+1%	+$95	0.01%	120
2018 Q1	$8K	Hold	81	–	–	0.01%	121
2017 Q4	$8K	Buy	+81	New	+$7.98K	0.01%	126

Other funds holding ALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Tower View Wealth Management's ALL Position: Q2 2022 in Review

Tower View Wealth Management sold out of Allstate (ALL) in Q2 2022, closing a stake of 89 shares — an estimated $12K sold.

Tower View Wealth Management first reported a position in ALL in Q4 2017 and held it in 18 quarters. The position peaked at $12K in Q1 2022. 1,251 funds tracked by Wall St. Rank hold ALL as of Q2 2022.

Tower View Wealth Management reported no remaining Allstate position as of Q2 2022 after selling out during the quarter.
Tower View Wealth Management sold 89 Allstate shares in Q2 2022, an estimated $12K.
Tower View Wealth Management first reported a position in Allstate in Q4 2017 and held it in 18 quarters.
Tower View Wealth Management's Allstate position peaked at $12K in Q1 2022.
1,251 funds tracked by Wall St. Rank held Allstate as of Q2 2022.

Based on Tower View Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.