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Walden Wealth Partners’s Allstate ALL Stock Holding History

Walden Wealth Partners’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 		$297K Hold
1,860
– – 0.17% 66
2024
Q1 		$318K Hold
1,860
– – 0.18% 63
2023
Q4 		$260K Buy
+1,860
New +$243K 0.16% 73

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

Walden Wealth Partners's ALL Position: Q2 2024 in Review

Walden Wealth Partners held its Allstate (ALL) position steady in Q2 2024 at 1,860 shares worth $297K. The position accounts for 0.17% of the portfolio, ranked #66.

Walden Wealth Partners first reported a position in ALL in Q4 2023 and has held it in 3 quarters since. The position peaked at $318K in Q1 2024. 1,334 funds tracked by Wall St. Rank hold ALL as of Q2 2024.

  • Walden Wealth Partners held 1,860 shares of Allstate worth $297K as of Q2 2024.
  • Walden Wealth Partners left its Allstate share count unchanged in Q2 2024.
  • Allstate made up 0.17% of Walden Wealth Partners's portfolio in Q2 2024, its #66 holding.
  • Walden Wealth Partners first reported a position in Allstate in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's Allstate position peaked at $318K in Q1 2024.
  • 1,334 funds tracked by Wall St. Rank held Allstate as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.