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Keebeck Wealth Management’s Allogene Therapeutics ALLO Stock Holding History

Keebeck Wealth Management’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
Q4 		– Sell
-46,000
Closed -$146K – 262
2023
Q3 		$146K Buy
+46,000
New +$202K 0.03% 252

Other funds holding ALLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Keebeck Wealth Management's ALLO Position: Q4 2023 in Review

Keebeck Wealth Management sold out of Allogene Therapeutics (ALLO) in Q4 2023, closing a stake of 46,000 shares — an estimated $146K sold.

Keebeck Wealth Management first reported a position in ALLO in Q3 2023 and held it in 1 quarter. The position peaked at $146K in Q3 2023. 170 funds tracked by Wall St. Rank hold ALLO as of Q4 2023.

  • Keebeck Wealth Management reported no remaining Allogene Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Keebeck Wealth Management sold 46,000 Allogene Therapeutics shares in Q4 2023, an estimated $146K.
  • Keebeck Wealth Management first reported a position in Allogene Therapeutics in Q3 2023 and held it in 1 quarter.
  • Keebeck Wealth Management's Allogene Therapeutics position peaked at $146K in Q3 2023.
  • 170 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q4 2023.

Based on Keebeck Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.