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Walled Lake Planning & Wealth Management’s Allstate ALL Stock Holding History

Walled Lake Planning & 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
2024
Q2 		– Sell
-1,208
Closed -$209K – 125
2024
Q1 		$209K Buy
+1,208
New +$191K 0.09% 107

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

Walled Lake Planning & Wealth Management's ALL Position: Q2 2024 in Review

Walled Lake Planning & Wealth Management sold out of Allstate (ALL) in Q2 2024, closing a stake of 1,208 shares — an estimated $209K sold.

Walled Lake Planning & Wealth Management first reported a position in ALL in Q1 2024 and held it in 1 quarter. The position peaked at $209K in Q1 2024. 1,334 funds tracked by Wall St. Rank hold ALL as of Q2 2024.

  • Walled Lake Planning & Wealth Management reported no remaining Allstate position as of Q2 2024 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 1,208 Allstate shares in Q2 2024, an estimated $209K.
  • Walled Lake Planning & Wealth Management first reported a position in Allstate in Q1 2024 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Allstate position peaked at $209K in Q1 2024.
  • 1,334 funds tracked by Wall St. Rank held Allstate as of Q2 2024.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.