Envestnet Asset Management
ALLO icon

Envestnet Asset Management’s Allogene Therapeutics ALLO Stock Holding History

Envestnet Asset 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
2025
Q4 		– Sell
-18,602
Closed -$23.1K – 4455
2025
Q3 		$23.1K Sell
18,602
-424
-2% -$505 ﹤0.01% 4494
2025
Q2 		$21.5K Sell
19,026
-269
-1% -$357 ﹤0.01% 4409
2025
Q1 		$28.2K Sell
19,295
-1,794
-9% -$3.38K ﹤0.01% 4322
2024
Q4 		$44.9K Buy
21,089
+5,490
+35% +$13.5K ﹤0.01% 4267
2024
Q3 		$43.7K Buy
15,599
+1,638
+12% +$4.37K ﹤0.01% 4184
2024
Q2 		$32.5K Buy
13,961
+1,634
+13% +$4.82K ﹤0.01% 4127
2024
Q1 		$55.1K Buy
+12,327
New +$51.4K ﹤0.01% 4101
2021
Q4 		– Sell
-15,191
Closed -$390K – 3867
2021
Q3 		$390K Sell
15,191
-62
-0.4% -$1.47K ﹤0.01% 3126
2021
Q2 		$398K Buy
15,253
+65
+0.4% +$1.85K ﹤0.01% 3112
2021
Q1 		$536K Buy
+15,188
New +$512K ﹤0.01% 2803

Other funds holding ALLO

P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PSC
Patient Square Capital Menlo Park, California $564M AUM 261.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return