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McGlone Suttner Wealth Management’s Allogene Therapeutics ALLO Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-8,376
Closed -$26.9K – 190
2023
Q4 		$26.9K Buy
+8,376
New +$23.8K 0.01% 381

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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

McGlone Suttner Wealth Management's ALLO Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Allogene Therapeutics (ALLO) in Q1 2024, closing a stake of 8,376 shares — an estimated $26.9K sold.

McGlone Suttner Wealth Management first reported a position in ALLO in Q4 2023 and held it in 1 quarter. The position peaked at $26.9K in Q4 2023. 161 funds tracked by Wall St. Rank hold ALLO as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Allogene Therapeutics position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 8,376 Allogene Therapeutics shares in Q1 2024, an estimated $26.9K.
  • McGlone Suttner Wealth Management first reported a position in Allogene Therapeutics in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Allogene Therapeutics position peaked at $26.9K in Q4 2023.
  • 161 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.