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IAG Wealth Partners’s Allison Transmission ALSN Stock Holding History

IAG Wealth Partners’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-150
Closed -$6K – 399
2021
Q3 		$6K Hold
150
– – ﹤0.01% 307
2021
Q2 		$6K Hold
150
– – ﹤0.01% 304
2021
Q1 		$7K Hold
150
– – ﹤0.01% 288
2020
Q4 		$7K Hold
150
– – ﹤0.01% 272
2020
Q3 		$6K Buy
+150
New +$5.43K ﹤0.01% 269

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

IAG Wealth Partners's ALSN Position: Q4 2021 in Review

IAG Wealth Partners sold out of Allison Transmission (ALSN) in Q4 2021, closing a stake of 150 shares — an estimated $6K sold.

IAG Wealth Partners first reported a position in ALSN in Q3 2020 and held it in 5 quarters. The position peaked at $7K in Q1 2021. 284 funds tracked by Wall St. Rank hold ALSN as of Q4 2021.

  • IAG Wealth Partners reported no remaining Allison Transmission position as of Q4 2021 after selling out during the quarter.
  • IAG Wealth Partners sold 150 Allison Transmission shares in Q4 2021, an estimated $6K.
  • IAG Wealth Partners first reported a position in Allison Transmission in Q3 2020 and held it in 5 quarters.
  • IAG Wealth Partners's Allison Transmission position peaked at $7K in Q1 2021.
  • 284 funds tracked by Wall St. Rank held Allison Transmission as of Q4 2021.

Based on IAG Wealth Partners's 13F filing for Q4 2021, filed 14 Feb 2022.