Wingate Wealth Advisors’s Allstate ALL Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-649	Closed	-$125K	–	108
2024 Q4	$125K	Buy	+649	New	+$126K	0.12%	125

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Wingate Wealth Advisors's ALL Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Allstate (ALL) in Q1 2025, closing a stake of 649 shares — an estimated $125K sold.

Wingate Wealth Advisors first reported a position in ALL in Q4 2024 and held it in 1 quarter. The position peaked at $125K in Q4 2024. 1,570 funds tracked by Wall St. Rank hold ALL as of Q1 2025.

Wingate Wealth Advisors reported no remaining Allstate position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 649 Allstate shares in Q1 2025, an estimated $125K.
Wingate Wealth Advisors first reported a position in Allstate in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Allstate position peaked at $125K in Q4 2024.
1,570 funds tracked by Wall St. Rank held Allstate as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.