Jackson Grant Investment Advisers’s Allogene Therapeutics ALLO Stock Holding History

Jackson Grant Investment Advisers’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
2022 Q4	–	Sell	-469	Closed	-$5K	–	316
2022 Q3	$5K	Hold	469	–	–	﹤0.01%	320
2022 Q2	$5K	Hold	469	–	–	﹤0.01%	332
2022 Q1	$4K	Hold	469	–	–	﹤0.01%	343
2021 Q4	$7K	Hold	469	–	–	﹤0.01%	275
2021 Q3	$12K	Buy	469 +69	+17%	+$1.64K	0.01%	319
2021 Q2	$10K	Hold	400	–	–	﹤0.01%	344
2021 Q1	$14K	Hold	400	–	–	0.01%	317
2020 Q4	$10K	Hold	400	–	–	0.01%	309
2020 Q3	$15K	Hold	400	–	–	0.01%	193
2020 Q2	$17K	Hold	400	–	–	0.01%	183
2020 Q1	$8K	Hold	400	–	–	0.01%	198
2019 Q4	$10K	Hold	400	–	–	0.01%	203
2019 Q3	$11K	Hold	400	–	–	0.01%	205
2019 Q2	$11K	Hold	400	–	–	0.01%	206
2019 Q1	$12K	Hold	400	–	–	0.01%	202
2018 Q4	$11K	Buy	+400	New	+$10.6K	0.01%	193

Other funds holding ALLO

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jackson Grant Investment Advisers's ALLO Position: Q4 2022 in Review

Jackson Grant Investment Advisers sold out of Allogene Therapeutics (ALLO) in Q4 2022, closing a stake of 469 shares — an estimated $5K sold.

Jackson Grant Investment Advisers first reported a position in ALLO in Q4 2018 and held it in 16 quarters. The position peaked at $17K in Q2 2020. 168 funds tracked by Wall St. Rank hold ALLO as of Q4 2022.

Jackson Grant Investment Advisers reported no remaining Allogene Therapeutics position as of Q4 2022 after selling out during the quarter.
Jackson Grant Investment Advisers sold 469 Allogene Therapeutics shares in Q4 2022, an estimated $5K.
Jackson Grant Investment Advisers first reported a position in Allogene Therapeutics in Q4 2018 and held it in 16 quarters.
Jackson Grant Investment Advisers's Allogene Therapeutics position peaked at $17K in Q2 2020.
168 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q4 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2022, filed 26 Jan 2023.