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Integrated Wealth Concepts’s Allogene Therapeutics ALLO Stock Holding History

Integrated Wealth Concepts’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
Q2 		– Sell
-15,729
Closed -$38.4K – 2414
2026
Q1 		$38.4K Buy
+15,729
New +$31.5K ﹤0.01% 2233

Other funds holding ALLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
SCM
Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Integrated Wealth Concepts's ALLO Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Allogene Therapeutics (ALLO) in Q2 2026, closing a stake of 15,729 shares — an estimated $38.4K sold.

Integrated Wealth Concepts first reported a position in ALLO in Q1 2026 and held it in 1 quarter. The position peaked at $38.4K in Q1 2026. 209 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Allogene Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 15,729 Allogene Therapeutics shares in Q2 2026, an estimated $38.4K.
  • Integrated Wealth Concepts first reported a position in Allogene Therapeutics in Q1 2026 and held it in 1 quarter.
  • Integrated Wealth Concepts's Allogene Therapeutics position peaked at $38.4K in Q1 2026.
  • 209 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.