YorkBridge Wealth Partners’s Allstate ALL Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	$273K	Sell	2,014 -18	-0.9%	-$2.35K	0.07%	209
2022 Q3	$253K	Hold	2,032	–	–	0.07%	231
2022 Q2	$258K	Hold	2,032	–	–	0.07%	224
2022 Q1	$281K	Hold	2,032	–	–	0.06%	247
2021 Q4	$239K	Hold	2,032	–	–	0.05%	258
2021 Q3	$259K	Buy	2,032 +2	+0.1%	+$264	0.07%	230
2021 Q2	$265K	Sell	2,030 -74	-4%	-$9.56K	0.07%	222
2021 Q1	$242K	Sell	2,104 -42	-2%	-$4.63K	0.07%	223
2020 Q4	$236K	Buy	+2,146	New	+$211K	0.08%	182
2020 Q1	–	Sell	-1,926	Closed	-$217K	–	156
2019 Q4	$217K	Hold	1,926	–	–	0.1%	178
2019 Q3	$209K	Sell	1,926 -40	-2%	-$4.17K	0.11%	167
2019 Q2	$200K	Hold	1,966	–	–	0.09%	172
2019 Q1	$185K	Hold	1,966	–	–	0.09%	170
2018 Q4	$162K	Hold	1,966	–	–	0.09%	170
2018 Q3	$194K	Hold	1,966	–	–	0.09%	171
2018 Q2	$179K	Hold	1,966	–	–	0.08%	191
2018 Q1	$190K	Hold	1,966	–	–	0.09%	182
2017 Q4	$187K	Hold	1,966	–	–	0.09%	177
2017 Q3	$181K	Hold	1,966	–	–	0.09%	186
2017 Q2	$174K	Hold	1,966	–	–	0.09%	184
2017 Q1	$161K	Hold	1,966	–	–	0.08%	189
2016 Q4	$142K	Buy	+1,966	New	+$138K	0.08%	190

Other funds holding ALL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

YorkBridge Wealth Partners's ALL Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Allstate (ALL) stake by 0.89% in Q4 2022, selling an estimated $2.35K and leaving 2,014 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #209.

YorkBridge Wealth Partners first reported a position in ALL in Q4 2016 and has held it in 22 quarters since. The position peaked at $281K in Q1 2022. 1,257 funds tracked by Wall St. Rank hold ALL as of Q4 2022.

YorkBridge Wealth Partners held 2,014 shares of Allstate worth $273K as of Q4 2022.
YorkBridge Wealth Partners sold 18 Allstate shares in Q4 2022, an estimated $2.35K.
Allstate made up 0.07% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #209 holding.
YorkBridge Wealth Partners first reported a position in Allstate in Q4 2016 and has held it in 22 quarters since.
YorkBridge Wealth Partners's Allstate position peaked at $281K in Q1 2022.
1,257 funds tracked by Wall St. Rank held Allstate as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.