Clarity Wealth Advisors’s Allogene Therapeutics ALLO Stock Holding History

Clarity Wealth 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 Q3	–	Sell	-15,632	Closed	-$36.4K	–	95
2024 Q2	$36.4K	Hold	15,632	–	–	0.01%	86
2024 Q1	$69.9K	Hold	15,632	–	–	0.02%	85
2023 Q4	$50.2K	Sell	15,632 -2,374	-13%	-$6.73K	0.02%	83
2023 Q3	$57.1K	Hold	18,006	–	–	0.03%	72
2023 Q2	$89.5K	Hold	18,006	–	–	0.04%	73
2023 Q1	$89K	Buy	+18,006	New	+$115K	0.05%	70

Other funds holding ALLO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LCM

Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clarity Wealth Advisors's ALLO Position: Q3 2024 in Review

Clarity Wealth Advisors sold out of Allogene Therapeutics (ALLO) in Q3 2024, closing a stake of 15,632 shares — an estimated $36.4K sold.

Clarity Wealth Advisors first reported a position in ALLO in Q1 2023 and held it in 6 quarters. The position peaked at $89.5K in Q2 2023. 156 funds tracked by Wall St. Rank hold ALLO as of Q3 2024.

Clarity Wealth Advisors reported no remaining Allogene Therapeutics position as of Q3 2024 after selling out during the quarter.
Clarity Wealth Advisors sold 15,632 Allogene Therapeutics shares in Q3 2024, an estimated $36.4K.
Clarity Wealth Advisors first reported a position in Allogene Therapeutics in Q1 2023 and held it in 6 quarters.
Clarity Wealth Advisors's Allogene Therapeutics position peaked at $89.5K in Q2 2023.
156 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q3 2024.

Based on Clarity Wealth Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.