Elmwood Wealth Management’s Allogene Therapeutics ALLO Stock Holding History

Elmwood 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
2021 Q2	$15K	Hold	575	–	–	0.01%	236
2021 Q1	$20K	Buy	+575	New	+$19.4K	0.01%	216
2020 Q3	$25K	Hold	575	–	–	0.02%	151
2020 Q2	$25K	Buy	+575	New	+$20.8K	0.02%	151
2019 Q4	–	Sell	-575	Closed	-$16K	–	96
2019 Q3	$16K	Hold	575	–	–	0.02%	155
2019 Q2	$15K	Hold	575	–	–	0.01%	171
2019 Q1	$17K	Hold	575	–	–	0.02%	163
2018 Q4	$15K	Buy	+575	New	+$15.3K	0.01%	170

Other funds holding ALLO

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Elmwood Wealth Management's ALLO Position: Q2 2021 in Review

Elmwood Wealth Management held its Allogene Therapeutics (ALLO) position steady in Q2 2021 at 575 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #236.

Elmwood Wealth Management first reported a position in ALLO in Q4 2018 and has held it in 8 quarters since. The position peaked at $25K in Q3 2020. 182 funds tracked by Wall St. Rank hold ALLO as of Q2 2021.

Elmwood Wealth Management held 575 shares of Allogene Therapeutics worth $15K as of Q2 2021.
Elmwood Wealth Management left its Allogene Therapeutics share count unchanged in Q2 2021.
Allogene Therapeutics made up 0.01% of Elmwood Wealth Management's portfolio in Q2 2021, its #236 holding.
Elmwood Wealth Management first reported a position in Allogene Therapeutics in Q4 2018 and has held it in 8 quarters since.
Elmwood Wealth Management's Allogene Therapeutics position peaked at $25K in Q3 2020.
182 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.