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Berman Capital Advisors’s Allogene Therapeutics ALLO Stock Holding History

Berman Capital Advisors’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
2020
Q3 		– Sell
-3,416
Closed -$146K – 1582
2020
Q2 		$146K Buy
+3,416
New +$124K 0.04% 177

Other funds holding ALLO

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VVA
Vida Ventures Advisors Boston, Massachusetts $29.4M AUM 93.58% 1-Year Est. Return

Berman Capital Advisors's ALLO Position: Q3 2020 in Review

Berman Capital Advisors sold out of Allogene Therapeutics (ALLO) in Q3 2020, closing a stake of 3,416 shares — an estimated $146K sold.

Berman Capital Advisors first reported a position in ALLO in Q2 2020 and held it in 1 quarter. The position peaked at $146K in Q2 2020. 162 funds tracked by Wall St. Rank hold ALLO as of Q3 2020.

  • Berman Capital Advisors reported no remaining Allogene Therapeutics position as of Q3 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 3,416 Allogene Therapeutics shares in Q3 2020, an estimated $146K.
  • Berman Capital Advisors first reported a position in Allogene Therapeutics in Q2 2020 and held it in 1 quarter.
  • Berman Capital Advisors's Allogene Therapeutics position peaked at $146K in Q2 2020.
  • 162 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.