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Disciplined Investments’s Allogene Therapeutics ALLO Stock Holding History

Disciplined Investments’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
2023
Q1 		– Sell
-1
Closed -$6 – 1680
2022
Q4 		$6 Sell
1
-3
-75% -$28 ﹤0.01% 1638
2022
Q3 		$0 Buy
+4
New +$54 ﹤0.01% 1207

Other funds holding ALLO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Disciplined Investments's ALLO Position: Q1 2023 in Review

Disciplined Investments sold out of Allogene Therapeutics (ALLO) in Q1 2023, closing a stake of 1 share — an estimated $6 sold.

Disciplined Investments first reported a position in ALLO in Q3 2022 and held it in 2 quarters. The position peaked at $6 in Q4 2022. 176 funds tracked by Wall St. Rank hold ALLO as of Q1 2023.

  • Disciplined Investments reported no remaining Allogene Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Disciplined Investments sold 1 Allogene Therapeutics share in Q1 2023, an estimated $6.
  • Disciplined Investments first reported a position in Allogene Therapeutics in Q3 2022 and held it in 2 quarters.
  • Disciplined Investments's Allogene Therapeutics position peaked at $6 in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q1 2023.

Based on Disciplined Investments's 13F filing for Q1 2023, filed 10 May 2023.