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Wellspring Financial Advisors’s Allstate ALL Stock Holding History

Wellspring Financial 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
2024
Q4 		– Sell
-1,342
Closed -$255K – 149
2024
Q3 		$255K Buy
+1,342
New +$238K 0.03% 126

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellspring Financial Advisors's ALL Position: Q4 2024 in Review

Wellspring Financial Advisors sold out of Allstate (ALL) in Q4 2024, closing a stake of 1,342 shares — an estimated $255K sold.

Wellspring Financial Advisors first reported a position in ALL in Q3 2024 and held it in 1 quarter. The position peaked at $255K in Q3 2024. 1,545 funds tracked by Wall St. Rank hold ALL as of Q4 2024.

  • Wellspring Financial Advisors reported no remaining Allstate position as of Q4 2024 after selling out during the quarter.
  • Wellspring Financial Advisors sold 1,342 Allstate shares in Q4 2024, an estimated $255K.
  • Wellspring Financial Advisors first reported a position in Allstate in Q3 2024 and held it in 1 quarter.
  • Wellspring Financial Advisors's Allstate position peaked at $255K in Q3 2024.
  • 1,545 funds tracked by Wall St. Rank held Allstate as of Q4 2024.

Based on Wellspring Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.