Traverso Chambers Private Wealth Management’s Allstate ALL Stock Holding History

Traverso Chambers Private 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
2023 Q4	$281K	Hold	2,010	–	–	0.07%	105
2023 Q3	$224K	Hold	2,010	–	–	0.06%	106
2023 Q2	$219K	Hold	2,010	–	–	0.06%	108
2023 Q1	$223K	Hold	2,010	–	–	0.06%	108
2022 Q4	$273K	Hold	2,010	–	–	0.08%	93
2022 Q3	$250K	Hold	2,010	–	–	0.08%	97
2022 Q2	$255K	Hold	2,010	–	–	0.09%	94
2022 Q1	$278K	Hold	2,010	–	–	0.08%	100
2021 Q4	$236K	Hold	2,010	–	–	0.07%	103
2021 Q3	$256K	Hold	2,010	–	–	0.08%	100
2021 Q2	$262K	Hold	2,010	–	–	0.08%	99
2021 Q1	$231K	Sell	2,010 -57	-3%	-$6.28K	0.08%	101
2020 Q4	$227K	Buy	+2,067	New	+$203K	0.08%	99
2020 Q3	–	Sell	-2,067	Closed	-$200K	–	106
2020 Q2	$200K	Buy	+2,067	New	+$203K	0.08%	94
2020 Q1	–	Sell	-2,067	Closed	-$232K	–	96
2019 Q4	$232K	Buy	2,067 +156	+8%	+$17K	0.1%	95
2019 Q3	$208K	Buy	+1,911	New	+$199K	0.1%	94

Other funds holding ALL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Traverso Chambers Private Wealth Management's ALL Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its Allstate (ALL) position steady in Q4 2023 at 2,010 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #105.

Traverso Chambers Private Wealth Management first reported a position in ALL in Q3 2019 and has held it in 16 quarters since. 1,243 funds tracked by Wall St. Rank hold ALL as of Q4 2023.

Traverso Chambers Private Wealth Management held 2,010 shares of Allstate worth $281K as of Q4 2023.
Traverso Chambers Private Wealth Management left its Allstate share count unchanged in Q4 2023.
Allstate made up 0.07% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #105 holding.
Traverso Chambers Private Wealth Management first reported a position in Allstate in Q3 2019 and has held it in 16 quarters since.
1,243 funds tracked by Wall St. Rank held Allstate as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.