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Concord Wealth Partners’s Allogene Therapeutics ALLO Stock Holding History

Concord Wealth Partners’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
2021
Q3 		– Sell
-24
Closed -$1K – 901
2021
Q2 		$1K Hold
24
– – ﹤0.01% 938
2021
Q1 		$1K Buy
+24
New +$810 ﹤0.01% 875

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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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Concord Wealth Partners's ALLO Position: Q3 2021 in Review

Concord Wealth Partners sold out of Allogene Therapeutics (ALLO) in Q3 2021, closing a stake of 24 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in ALLO in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 169 funds tracked by Wall St. Rank hold ALLO as of Q3 2021.

  • Concord Wealth Partners reported no remaining Allogene Therapeutics position as of Q3 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 24 Allogene Therapeutics shares in Q3 2021, an estimated $1K.
  • Concord Wealth Partners first reported a position in Allogene Therapeutics in Q1 2021 and held it in 2 quarters.
  • Concord Wealth Partners's Allogene Therapeutics position peaked at $1K in Q2 2021.
  • 169 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q3 2021.

Based on Concord Wealth Partners's 13F filing for Q3 2021, filed 9 Nov 2021.