WWP
ALL icon

WR Wealth Planners’s Allstate ALL Stock Holding History

WR Wealth Planners’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 		$1.1M Buy
5,691
+10
+0.2% +$1.94K 0.35% 41
2024
Q3 		$1.08M Buy
5,681
+108
+2% +$19.2K 0.3% 55
2024
Q2 		$890K Buy
5,573
+30
+0.5% +$5K 0.27% 55
2024
Q1 		$959K Buy
5,543
+214
+4% +$33.8K 0.3% 50
2023
Q4 		$746K Buy
5,329
+243
+5% +$31.7K 0.28% 62
2023
Q3 		$567K Buy
5,086
+30
+0.6% +$3.27K 0.22% 73
2023
Q2 		$551K Buy
5,056
+128
+3% +$14.5K 0.21% 72
2023
Q1 		$546K Buy
4,928
+1,271
+35% +$161K 0.24% 66
2022
Q4 		$496K Buy
3,657
+25
+0.7% +$3.27K 0.31% 51
2022
Q3 		$452K Hold
3,632
– – 0.32% 52
2022
Q2 		$460K Buy
3,632
+22
+0.6% +$2.88K 0.3% 55
2022
Q1 		$500K Buy
+3,610
New +$453K 0.3% 57

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

WR Wealth Planners's ALL Position: Q4 2024 in Review

WR Wealth Planners increased its Allstate (ALL) stake by 0.18% in Q4 2024, buying an estimated $1.94K and bringing the position to 5,691 shares worth $1.1M. The position accounts for 0.35% of the portfolio, ranked #41.

WR Wealth Planners first reported a position in ALL in Q1 2022 and has held it in 12 quarters since. 1,545 funds tracked by Wall St. Rank hold ALL as of Q4 2024.

  • WR Wealth Planners held 5,691 shares of Allstate worth $1.1M as of Q4 2024.
  • WR Wealth Planners bought 10 Allstate shares in Q4 2024, an estimated $1.94K.
  • Allstate made up 0.35% of WR Wealth Planners's portfolio in Q4 2024, its #41 holding.
  • WR Wealth Planners first reported a position in Allstate in Q1 2022 and has held it in 12 quarters since.
  • 1,545 funds tracked by Wall St. Rank held Allstate as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.