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WIA
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
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$757B AUM
28.64%
1-Year Est. Return
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$303B AUM
30.15%
1-Year Est. Return
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Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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