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Ball & Co Wealth Management’s Allogene Therapeutics ALLO Stock Holding History

Ball & Co 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
Q3 		– Sell
-500
Closed – – 81
2025
Q2 		$0 Hold
500
– – ﹤0.01% 66
2025
Q1 		$0 Hold
500
– – ﹤0.01% 63
2024
Q4 		$1K Buy
+500
New +$1.23K ﹤0.01% 61

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ball & Co Wealth Management's ALLO Position: Q3 2025 in Review

Ball & Co Wealth Management sold out of Allogene Therapeutics (ALLO) in Q3 2025, closing a stake of 500 shares.

Ball & Co Wealth Management first reported a position in ALLO in Q4 2024 and held it in 3 quarters. The position peaked at $1K in Q4 2024. 170 funds tracked by Wall St. Rank hold ALLO as of Q3 2025.

  • Ball & Co Wealth Management reported no remaining Allogene Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Ball & Co Wealth Management sold 500 Allogene Therapeutics shares in Q3 2025.
  • Ball & Co Wealth Management first reported a position in Allogene Therapeutics in Q4 2024 and held it in 3 quarters.
  • Ball & Co Wealth Management's Allogene Therapeutics position peaked at $1K in Q4 2024.
  • 170 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q3 2025.

Based on Ball & Co Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.