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Avior Wealth Management’s Allogene Therapeutics ALLO Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-1,477
Closed -$3.15K – 789
2024
Q4 		$3.15K Hold
1,477
– – ﹤0.01% 2011
2024
Q3 		$4.13K Hold
1,477
– – ﹤0.01% 1840
2024
Q2 		$3.44K Sell
1,477
-17
-1% -$50 ﹤0.01% 1834
2024
Q1 		$6.68K Buy
1,494
+17
+1% +$71 ﹤0.01% 1993
2023
Q4 		$4.74K Buy
+1,477
New +$4.19K ﹤0.01% 1158

Other funds holding ALLO

P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avior Wealth Management's ALLO Position: Q1 2025 in Review

Avior Wealth Management sold out of Allogene Therapeutics (ALLO) in Q1 2025, closing a stake of 1,477 shares — an estimated $3.15K sold.

Avior Wealth Management first reported a position in ALLO in Q4 2023 and held it in 5 quarters. The position peaked at $6.68K in Q1 2024. 170 funds tracked by Wall St. Rank hold ALLO as of Q1 2025.

  • Avior Wealth Management reported no remaining Allogene Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,477 Allogene Therapeutics shares in Q1 2025, an estimated $3.15K.
  • Avior Wealth Management first reported a position in Allogene Therapeutics in Q4 2023 and held it in 5 quarters.
  • Avior Wealth Management's Allogene Therapeutics position peaked at $6.68K in Q1 2024.
  • 170 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.