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WealthShield Partners’s Allstate ALL Stock Holding History

WealthShield 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
2023
Q3 		– Sell
-17,527
Closed -$1.93M – 479
2023
Q2 		$1.93M Buy
17,527
+4,044
+30% +$459K 0.29% 93
2023
Q1 		$1.5M Buy
13,483
+4,119
+44% +$521K 0.24% 110
2022
Q4 		$1.28M Buy
9,364
+530
+6% +$69.3K 0.24% 110
2022
Q3 		$1.11M Buy
8,834
+762
+9% +$94.7K 0.22% 117
2022
Q2 		$1.03M Buy
8,072
+156
+2% +$20.4K 0.2% 121
2022
Q1 		$1.1M Buy
7,916
+1,247
+19% +$157K 0.18% 138
2021
Q4 		$785K Buy
6,669
+1,218
+22% +$144K 0.13% 158
2021
Q3 		$694K Sell
5,451
-1
-0% -$132 0.19% 109
2021
Q2 		$711K Buy
5,452
+362
+7% +$46.8K 0.11% 132
2021
Q1 		$585K Buy
5,090
+989
+24% +$109K 0.11% 138
2020
Q4 		$451K Buy
4,101
+901
+28% +$88.6K 0.08% 185
2020
Q3 		$301K Buy
+3,200
New +$299K 0.11% 191

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

WealthShield Partners's ALL Position: Q3 2023 in Review

WealthShield Partners sold out of Allstate (ALL) in Q3 2023, closing a stake of 17,527 shares — an estimated $1.93M sold.

WealthShield Partners first reported a position in ALL in Q3 2020 and held it in 12 quarters. The position peaked at $1.93M in Q2 2023. 1,091 funds tracked by Wall St. Rank hold ALL as of Q3 2023.

  • WealthShield Partners reported no remaining Allstate position as of Q3 2023 after selling out during the quarter.
  • WealthShield Partners sold 17,527 Allstate shares in Q3 2023, an estimated $1.93M.
  • WealthShield Partners first reported a position in Allstate in Q3 2020 and held it in 12 quarters.
  • WealthShield Partners's Allstate position peaked at $1.93M in Q2 2023.
  • 1,091 funds tracked by Wall St. Rank held Allstate as of Q3 2023.

Based on WealthShield Partners's 13F filing for Q3 2023, filed 25 Oct 2023.