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Edge Wealth Management’s Allogene Therapeutics ALLO Stock Holding History

Edge 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
2020
Q3 		– Sell
-200
Closed -$9K – 445
2020
Q2 		$9K Buy
+200
New +$7.23K ﹤0.01% 475

Other funds holding ALLO

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VVA
Vida Ventures Advisors Boston, Massachusetts $29.4M AUM 93.58% 1-Year Est. Return

Edge Wealth Management's ALLO Position: Q3 2020 in Review

Edge Wealth Management sold out of Allogene Therapeutics (ALLO) in Q3 2020, closing a stake of 200 shares — an estimated $9K sold.

Edge Wealth Management first reported a position in ALLO in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 162 funds tracked by Wall St. Rank hold ALLO as of Q3 2020.

  • Edge Wealth Management reported no remaining Allogene Therapeutics position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 200 Allogene Therapeutics shares in Q3 2020, an estimated $9K.
  • Edge Wealth Management first reported a position in Allogene Therapeutics in Q2 2020 and held it in 1 quarter.
  • Edge Wealth Management's Allogene Therapeutics position peaked at $9K in Q2 2020.
  • 162 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.