OGF
ALLO icon

Orin Green Financial’s Allogene Therapeutics ALLO Stock Holding History

Orin Green Financial’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
Q3 		– Sell
-15,990
Closed -$79.5K – 75
2023
Q2 		$79.5K Buy
+15,990
New +$86.5K 0.04% 70

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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

Orin Green Financial's ALLO Position: Q3 2023 in Review

Orin Green Financial sold out of Allogene Therapeutics (ALLO) in Q3 2023, closing a stake of 15,990 shares — an estimated $79.5K sold.

Orin Green Financial first reported a position in ALLO in Q2 2023 and held it in 1 quarter. The position peaked at $79.5K in Q2 2023. 154 funds tracked by Wall St. Rank hold ALLO as of Q3 2023.

  • Orin Green Financial reported no remaining Allogene Therapeutics position as of Q3 2023 after selling out during the quarter.
  • Orin Green Financial sold 15,990 Allogene Therapeutics shares in Q3 2023, an estimated $79.5K.
  • Orin Green Financial first reported a position in Allogene Therapeutics in Q2 2023 and held it in 1 quarter.
  • Orin Green Financial's Allogene Therapeutics position peaked at $79.5K in Q2 2023.
  • 154 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q3 2023.

Based on Orin Green Financial's 13F filing for Q3 2023, filed 13 Nov 2023.