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Avion Wealth’s Allogene Therapeutics ALLO Stock Holding History

Avion Wealth’s Portfolio ALLO Stock Details ALLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-440
Closed – – 1395
2026
Q2 		$0 Hold
440
– – ﹤0.01% 1408
2026
Q1 		$1K Hold
440
– – ﹤0.01% 956
2025
Q4 		$0 Sell
440
-443
-50% -$584 ﹤0.01% 1203
2025
Q3 		$1K Buy
+883
New +$1.05K ﹤0.01% 936

Other funds holding ALLO

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Patient Square Capital
Patient Square Capital Menlo Park, California $627M AUM 115.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wildcat Capital Management
Wildcat Capital Management New York $174M AUM 46.5% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Avion Wealth's ALLO Position: Q3 2026 in Review

Avion Wealth sold out of Allogene Therapeutics (ALLO) in Q3 2026, closing a stake of 440 shares.

Avion Wealth first reported a position in ALLO in Q3 2025 and held it in 4 quarters. The position peaked at $1K in Q1 2026. 84 funds tracked by Wall St. Rank hold ALLO as of Q3 2026.

  • Avion Wealth reported no remaining Allogene Therapeutics position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 440 Allogene Therapeutics shares in Q3 2026.
  • Avion Wealth first reported a position in Allogene Therapeutics in Q3 2025 and held it in 4 quarters.
  • Avion Wealth's Allogene Therapeutics position peaked at $1K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.