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Capital Performance Advisors’s Allogene Therapeutics ALLO Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-41
Closed -$115 – 271
2024
Q3 		$115 Buy
+41
New +$109 ﹤0.01% 2670

Other funds holding ALLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital Performance Advisors's ALLO Position: Q4 2024 in Review

Capital Performance Advisors sold out of Allogene Therapeutics (ALLO) in Q4 2024, closing a stake of 41 shares — an estimated $115 sold.

Capital Performance Advisors first reported a position in ALLO in Q3 2024 and held it in 1 quarter. The position peaked at $115 in Q3 2024. 174 funds tracked by Wall St. Rank hold ALLO as of Q4 2024.

  • Capital Performance Advisors reported no remaining Allogene Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 41 Allogene Therapeutics shares in Q4 2024, an estimated $115.
  • Capital Performance Advisors first reported a position in Allogene Therapeutics in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Allogene Therapeutics position peaked at $115 in Q3 2024.
  • 174 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.