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Catamount Wealth Management’s Allogene Therapeutics ALLO Stock Holding History

Catamount 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
2019
Q1 		$7K Hold
230
– – ﹤0.01% 147
2018
Q4 		$7K Buy
+230
New +$6.11K ﹤0.01% 143

Other funds holding ALLO

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
VM
VV Manager Boston, Massachusetts $114M AUM 59.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Catamount Wealth Management's ALLO Position: Q1 2019 in Review

Catamount Wealth Management held its Allogene Therapeutics (ALLO) position steady in Q1 2019 at 230 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #147.

Catamount Wealth Management first reported a position in ALLO in Q4 2018 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold ALLO as of Q1 2019.

  • Catamount Wealth Management held 230 shares of Allogene Therapeutics worth $7K as of Q1 2019.
  • Catamount Wealth Management left its Allogene Therapeutics share count unchanged in Q1 2019.
  • Allogene Therapeutics made up ﹤0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #147 holding.
  • Catamount Wealth Management first reported a position in Allogene Therapeutics in Q4 2018 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.