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Wealthspire Advisors (Maryland)’s Allstate ALL Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-2,347
Closed -$228K – 488
2020
Q2 		$228K Sell
2,347
-1,555
-40% -$153K 0.02% 395
2020
Q1 		$358K Sell
3,902
-623
-14% -$67.7K 0.03% 278
2019
Q4 		$509K Buy
4,525
+565
+14% +$61.7K 0.03% 278
2019
Q3 		$430K Buy
3,960
+1,224
+45% +$128K 0.03% 282
2019
Q2 		$278K Sell
2,736
-86
-3% -$8.4K 0.02% 368
2019
Q1 		$266K Buy
2,822
+87
+3% +$7.87K 0.02% 382
2018
Q4 		$226K Buy
2,735
+203
+8% +$18.2K 0.02% 377
2018
Q3 		$250K Buy
2,532
+412
+19% +$40.2K 0.02% 403
2018
Q2 		$193K Buy
2,120
+125
+6% +$11.9K 0.02% 474
2018
Q1 		$189K Sell
1,995
-413
-17% -$40K 0.02% 491
2017
Q4 		$252K Buy
2,408
+496
+26% +$48.9K 0.02% 414
2017
Q3 		$176K Buy
1,912
+62
+3% +$5.64K 0.02% 513
2017
Q2 		$164K Buy
1,850
+300
+19% +$25.4K 0.02% 522
2017
Q1 		$126K Buy
1,550
+122
+9% +$9.6K 0.02% 513
2016
Q4 		$106K Sell
1,428
-556
-28% -$39.2K 0.02% 558
2016
Q3 		$137K Sell
1,984
-158
-7% -$10.9K 0.02% 488
2016
Q2 		$150K Buy
2,142
+329
+18% +$22K 0.03% 440
2016
Q1 		$122K Buy
1,813
+342
+23% +$21.5K 0.02% 480
2015
Q4 		$91K Buy
+1,471
New +$91.5K 0.02% 550

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ALL Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Allstate (ALL) in Q3 2020, closing a stake of 2,347 shares — an estimated $228K sold.

Wealthspire Advisors (Maryland) first reported a position in ALL in Q4 2015 and held it in 19 quarters. The position peaked at $509K in Q4 2019. 1,039 funds tracked by Wall St. Rank hold ALL as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Allstate position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,347 Allstate shares in Q3 2020, an estimated $228K.
  • Wealthspire Advisors (Maryland) first reported a position in Allstate in Q4 2015 and held it in 19 quarters.
  • Wealthspire Advisors (Maryland)'s Allstate position peaked at $509K in Q4 2019.
  • 1,039 funds tracked by Wall St. Rank held Allstate as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.