IFP Advisors’s Allogene Therapeutics ALLO Stock Holding History

IFP Advisors’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
2026 Q3	$267	Sell	167 -426	-72%	-$811	﹤0.01%	4822
2026 Q2	$1.23K	Buy	593 +298	+101%	+$654	﹤0.01%	4435
2026 Q1	$720	Sell	295 -518	-64%	-$1.04K	﹤0.01%	4327
2025 Q4	$1.11K	Sell	813 -225	-22%	-$297	﹤0.01%	4039
2025 Q3	$1.29K	Buy	1,038 +1,007	+3,248%	+$1.2K	﹤0.01%	3849
2025 Q2	$35	Buy	+31	New	+$41	﹤0.01%	4820
2021 Q2	–	Sell	-3,258	Closed	-$92.9K	–	3051
2021 Q1	$115K	Hold	3,258	–	–	﹤0.01%	1106
2020 Q4	$82K	Hold	3,258	–	–	﹤0.01%	1221
2020 Q3	$123K	Hold	3,258	–	–	0.01%	896
2020 Q2	$136K	Hold	3,258	–	–	0.01%	803
2020 Q1	$67K	Hold	3,258	–	–	0.01%	990
2019 Q4	$87K	Hold	3,258	–	–	0.01%	1012
2019 Q3	$89K	Buy	+3,258	New	+$92.8K	0.01%	1115
2019 Q1	$115K	Buy	+4,033	New	+$117K	0.02%	643

Other funds holding ALLO

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Patient Square Capital Menlo Park, California $627M AUM 115.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wildcat Capital Management New York $174M AUM 46.5% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

IFP Advisors's ALLO Position: Q3 2026 in Review

IFP Advisors reduced its Allogene Therapeutics (ALLO) stake by 72% in Q3 2026, selling an estimated $811 and leaving 167 shares worth $267. The position accounts for ﹤0.01% of the portfolio, ranked #4822.

IFP Advisors first reported a position in ALLO in Q1 2019 and has held it in 14 quarters since. The position peaked at $136K in Q2 2020. 84 funds tracked by Wall St. Rank hold ALLO as of Q3 2026.

IFP Advisors held 167 shares of Allogene Therapeutics worth $267 as of Q3 2026.
IFP Advisors sold 426 Allogene Therapeutics shares in Q3 2026, an estimated $811.
Allogene Therapeutics made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4822 holding.
IFP Advisors first reported a position in Allogene Therapeutics in Q1 2019 and has held it in 14 quarters since.
IFP Advisors's Allogene Therapeutics position peaked at $136K in Q2 2020.
84 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.