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TRUE Private Wealth Advisors’s Allstate ALL Stock Holding History

TRUE Private Wealth 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
2021
Q1 		– Sell
-46
Closed -$5K – 249
2020
Q4 		$5K Hold
46
– – ﹤0.01% 599
2020
Q3 		$4K Hold
46
– – ﹤0.01% 573
2020
Q2 		$4K Sell
46
-515
-92% -$50.6K ﹤0.01% 572
2020
Q1 		$51K Hold
561
– – 0.01% 287
2019
Q4 		$63K Buy
+561
New +$61.2K 0.01% 339
2019
Q3 		– Sell
-46
Closed -$4K – 226
2019
Q2 		$4K Buy
+46
New +$4.49K ﹤0.01% 651
2018
Q4 		– Sell
-46
Closed -$4.56K – 251
2018
Q3 		$4.56K Buy
+46
New +$4.49K ﹤0.01% 902

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TRUE Private Wealth Advisors's ALL Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Allstate (ALL) in Q1 2021, closing a stake of 46 shares — an estimated $5K sold.

TRUE Private Wealth Advisors first reported a position in ALL in Q3 2018 and held it in 7 quarters. The position peaked at $63K in Q4 2019. 1,170 funds tracked by Wall St. Rank hold ALL as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Allstate position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 46 Allstate shares in Q1 2021, an estimated $5K.
  • TRUE Private Wealth Advisors first reported a position in Allstate in Q3 2018 and held it in 7 quarters.
  • TRUE Private Wealth Advisors's Allstate position peaked at $63K in Q4 2019.
  • 1,170 funds tracked by Wall St. Rank held Allstate as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.