OWM
ALLK

Opes Wealth Management’s Allakos ALLK Stock Holding History

Opes Wealth Management’s Portfolio ALLK Stock Details ALLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,800
Closed -$392K – 84
2020
Q4 		$392K Buy
+2,800
New +$291K 0.19% 55

Other funds holding ALLK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RVM
RiverVest Venture Management St. Louis, Missouri $6.84M AUM 7.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Opes Wealth Management's ALLK Position: Q1 2021 in Review

Opes Wealth Management sold out of Allakos (ALLK) in Q1 2021, closing a stake of 2,800 shares — an estimated $392K sold.

Opes Wealth Management first reported a position in ALLK in Q4 2020 and held it in 1 quarter. The position peaked at $392K in Q4 2020. 165 funds tracked by Wall St. Rank hold ALLK as of Q1 2021.

  • Opes Wealth Management reported no remaining Allakos position as of Q1 2021 after selling out during the quarter.
  • Opes Wealth Management sold 2,800 Allakos shares in Q1 2021, an estimated $392K.
  • Opes Wealth Management first reported a position in Allakos in Q4 2020 and held it in 1 quarter.
  • Opes Wealth Management's Allakos position peaked at $392K in Q4 2020.
  • 165 funds tracked by Wall St. Rank held Allakos as of Q1 2021.

Based on Opes Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.