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Center for Financial Planning’s Allison Transmission ALSN Stock Holding History

Center for Financial Planning’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-68
Closed -$2K – 548
2022
Q3 		$2K Buy
+68
New +$2.54K ﹤0.01% 506

Other funds holding ALSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Center for Financial Planning's ALSN Position: Q4 2022 in Review

Center for Financial Planning sold out of Allison Transmission (ALSN) in Q4 2022, closing a stake of 68 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in ALSN in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 366 funds tracked by Wall St. Rank hold ALSN as of Q4 2022.

  • Center for Financial Planning reported no remaining Allison Transmission position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 68 Allison Transmission shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Allison Transmission in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Allison Transmission position peaked at $2K in Q3 2022.
  • 366 funds tracked by Wall St. Rank held Allison Transmission as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.