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JFS Wealth Advisors’s Allogene Therapeutics ALLO Stock Holding History

JFS Wealth 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
2023
Q1 		– Sell
-5
Closed -$31 – 1955
2022
Q4 		$31 Sell
5
-6
-55% -$56 ﹤0.01% 1935
2022
Q3 		$0 Buy
+11
New +$149 ﹤0.01% 1720

Other funds holding ALLO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JFS Wealth Advisors's ALLO Position: Q1 2023 in Review

JFS Wealth Advisors sold out of Allogene Therapeutics (ALLO) in Q1 2023, closing a stake of 5 shares — an estimated $31 sold.

JFS Wealth Advisors first reported a position in ALLO in Q3 2022 and held it in 2 quarters. The position peaked at $31 in Q4 2022. 176 funds tracked by Wall St. Rank hold ALLO as of Q1 2023.

  • JFS Wealth Advisors reported no remaining Allogene Therapeutics position as of Q1 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 5 Allogene Therapeutics shares in Q1 2023, an estimated $31.
  • JFS Wealth Advisors first reported a position in Allogene Therapeutics in Q3 2022 and held it in 2 quarters.
  • JFS Wealth Advisors's Allogene Therapeutics position peaked at $31 in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.