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Wealthstreet Investment Advisors’s Allstate ALL Stock Holding History

Wealthstreet Investment 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
Q2 		– Sell
-9,797
Closed -$1.13M – 102
2021
Q1 		$1.13M Hold
9,797
– – 0.11% 159
2020
Q4 		$1.08M Hold
9,797
– – 0.11% 161
2020
Q3 		$922K Hold
9,797
– – 0.1% 157
2020
Q2 		$950K Sell
9,797
-130
-1% -$12.8K 0.12% 146
2020
Q1 		$911K Hold
9,927
– – 0.13% 137
2019
Q4 		$1.12M Hold
9,927
– – 0.13% 143
2019
Q3 		$1.07M Sell
9,927
-2,004
-17% -$209K 0.14% 132
2019
Q2 		$1.21M Hold
11,931
– – 0.16% 127
2019
Q1 		$1.12M Hold
11,931
– – 0.15% 133
2018
Q4 		$1.03M Hold
11,931
– – 0.14% 136
2018
Q3 		$1.18M Hold
11,931
– – 0.15% 139
2018
Q2 		$1.09M Hold
11,931
– – 0.14% 142
2018
Q1 		$1.13M Buy
11,931
+35
+0.3% +$3.39K 0.14% 142
2017
Q4 		$1.25M Buy
+11,896
New +$1.17M 0.15% 135

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthstreet Investment Advisors's ALL Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Allstate (ALL) in Q2 2021, closing a stake of 9,797 shares — an estimated $1.13M sold.

Wealthstreet Investment Advisors first reported a position in ALL in Q4 2017 and held it in 14 quarters. The position peaked at $1.25M in Q4 2017. 1,196 funds tracked by Wall St. Rank hold ALL as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Allstate position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 9,797 Allstate shares in Q2 2021, an estimated $1.13M.
  • Wealthstreet Investment Advisors first reported a position in Allstate in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Allstate position peaked at $1.25M in Q4 2017.
  • 1,196 funds tracked by Wall St. Rank held Allstate as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.