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CA
Calton & Associates’s
Allogene Therapeutics
ALLO
Stock Holding History
Calton & Associates’s Portfolio
ALLO Stock Details
ALLO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$27.3K
Buy
+11,170
New
+$22.4K
﹤0.01%
437
2024
Q1
–
Sell
-21,060
Closed
-$67.6K
–
193
2023
Q4
$67.6K
Buy
+21,060
New
+$59.7K
0.03%
241
2023
Q3
–
Sell
-22,907
Closed
-$114K
–
110
2023
Q2
$114K
Sell
22,907
-854
-4%
-$4.62K
0.05%
203
2023
Q1
$117K
Buy
23,761
+7,447
+46%
+$47.8K
0.05%
226
2022
Q4
$103K
Buy
16,314
+4,846
+42%
+$44.9K
0.04%
272
2022
Q3
$123K
Sell
11,468
-5,884
-34%
-$80K
0.07%
200
2022
Q2
$197K
Sell
17,352
-977
-5%
-$8.67K
0.11%
220
2022
Q1
$166K
Buy
+18,329
New
+$191K
0.05%
333
2021
Q4
–
Sell
-9,546
Closed
-$245K
–
368
2021
Q3
$245K
Buy
+9,546
New
+$227K
0.05%
332
2021
Q2
–
Sell
-6,067
Closed
-$214K
–
408
2021
Q1
$214K
Buy
+6,067
New
+$205K
0.04%
361
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$4.04T AUM
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$618B AUM
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$865B AUM
30.76%
1-Year Est. Return
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$124B AUM
33.93%
1-Year Est. Return
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Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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