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Whitaker-Myers Wealth Managers’s Allstate ALL Stock Holding History

Whitaker-Myers Wealth Managers’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
Q1 		– Sell
-1,595
Closed -$223K – 96
2023
Q4 		$223K Buy
+1,595
New +$208K 0.11% 77

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Whitaker-Myers Wealth Managers's ALL Position: Q1 2024 in Review

Whitaker-Myers Wealth Managers sold out of Allstate (ALL) in Q1 2024, closing a stake of 1,595 shares — an estimated $223K sold.

Whitaker-Myers Wealth Managers first reported a position in ALL in Q4 2023 and held it in 1 quarter. The position peaked at $223K in Q4 2023. 1,326 funds tracked by Wall St. Rank hold ALL as of Q1 2024.

  • Whitaker-Myers Wealth Managers reported no remaining Allstate position as of Q1 2024 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 1,595 Allstate shares in Q1 2024, an estimated $223K.
  • Whitaker-Myers Wealth Managers first reported a position in Allstate in Q4 2023 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Allstate position peaked at $223K in Q4 2023.
  • 1,326 funds tracked by Wall St. Rank held Allstate as of Q1 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2024, filed 12 Apr 2024.