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Personal CFO Solutions’s Allison Transmission ALSN Stock Holding History

Personal CFO Solutions’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,436
Closed -$263K – 452
2024
Q4 		$263K Sell
2,436
-442
-15% -$48.3K 0.05% 367
2024
Q3 		$276K Sell
2,878
-141
-5% -$12.1K 0.04% 448
2024
Q2 		$229K Sell
3,019
-1,601
-35% -$123K 0.04% 462
2024
Q1 		$375K Sell
4,620
-473
-9% -$31.9K 0.06% 332
2023
Q4 		$296K Sell
5,093
-49
-1% -$2.73K 0.05% 376
2023
Q3 		$304K Sell
5,142
-1,407
-21% -$82.8K 0.06% 317
2023
Q2 		$370K Sell
6,549
-26
-0.4% -$1.28K 0.08% 275
2023
Q1 		$297K Sell
6,575
-555
-8% -$24.9K 0.06% 310
2022
Q4 		$297K Sell
7,130
-466
-6% -$19.2K 0.06% 300
2022
Q3 		$256K Sell
7,596
-145
-2% -$5.42K 0.06% 288
2022
Q2 		$298K Sell
7,741
-822
-10% -$31.4K 0.07% 264
2022
Q1 		$336K Buy
8,563
+1,547
+22% +$60.9K 0.07% 289
2021
Q4 		$255K Buy
7,016
+1,311
+23% +$46.3K 0.05% 372
2021
Q3 		$202K Buy
+5,705
New +$218K 0.04% 415

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal CFO Solutions's ALSN Position: Q1 2025 in Review

Personal CFO Solutions sold out of Allison Transmission (ALSN) in Q1 2025, closing a stake of 2,436 shares — an estimated $263K sold.

Personal CFO Solutions first reported a position in ALSN in Q3 2021 and held it in 14 quarters. The position peaked at $375K in Q1 2024. 507 funds tracked by Wall St. Rank hold ALSN as of Q1 2025.

  • Personal CFO Solutions reported no remaining Allison Transmission position as of Q1 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 2,436 Allison Transmission shares in Q1 2025, an estimated $263K.
  • Personal CFO Solutions first reported a position in Allison Transmission in Q3 2021 and held it in 14 quarters.
  • Personal CFO Solutions's Allison Transmission position peaked at $375K in Q1 2024.
  • 507 funds tracked by Wall St. Rank held Allison Transmission as of Q1 2025.

Based on Personal CFO Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.