Westshore Wealth’s Allstate ALL Stock Holding History

Westshore Wealth’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 Q3	–	Sell	-2,677	Closed	-$349K	–	81
2021 Q2	$349K	Hold	2,677	–	–	0.18%	86
2021 Q1	$308K	Buy	+2,677	New	+$295K	0.18%	88

Other funds holding ALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westshore Wealth's ALL Position: Q3 2021 in Review

Westshore Wealth sold out of Allstate (ALL) in Q3 2021, closing a stake of 2,677 shares — an estimated $349K sold.

Westshore Wealth first reported a position in ALL in Q1 2021 and held it in 2 quarters. The position peaked at $349K in Q2 2021. 1,191 funds tracked by Wall St. Rank hold ALL as of Q3 2021.

Westshore Wealth reported no remaining Allstate position as of Q3 2021 after selling out during the quarter.
Westshore Wealth sold 2,677 Allstate shares in Q3 2021, an estimated $349K.
Westshore Wealth first reported a position in Allstate in Q1 2021 and held it in 2 quarters.
Westshore Wealth's Allstate position peaked at $349K in Q2 2021.
1,191 funds tracked by Wall St. Rank held Allstate as of Q3 2021.

Based on Westshore Wealth's 13F filing for Q3 2021, filed 16 Nov 2021.