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Prestige Wealth Management Group’s Allison Transmission ALSN Stock Holding History

Prestige Wealth Management Group’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
2020
Q4 		– Sell
-67
Closed -$2K – 929
2020
Q3 		$2K Hold
67
– – ﹤0.01% 662
2020
Q2 		$2K Hold
67
– – ﹤0.01% 655
2020
Q1 		$2K Buy
+67
New +$2.79K ﹤0.01% 613
2019
Q1 		– Sell
-67
Closed -$3K – 512
2018
Q4 		$3K Buy
+67
New +$3.11K ﹤0.01% 694

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Prestige Wealth Management Group's ALSN Position: Q4 2020 in Review

Prestige Wealth Management Group sold out of Allison Transmission (ALSN) in Q4 2020, closing a stake of 67 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in ALSN in Q4 2018 and held it in 4 quarters. The position peaked at $3K in Q4 2018. 309 funds tracked by Wall St. Rank hold ALSN as of Q4 2020.

  • Prestige Wealth Management Group reported no remaining Allison Transmission position as of Q4 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 67 Allison Transmission shares in Q4 2020, an estimated $2K.
  • Prestige Wealth Management Group first reported a position in Allison Transmission in Q4 2018 and held it in 4 quarters.
  • Prestige Wealth Management Group's Allison Transmission position peaked at $3K in Q4 2018.
  • 309 funds tracked by Wall St. Rank held Allison Transmission as of Q4 2020.

Based on Prestige Wealth Management Group's 13F filing for Q4 2020, filed 17 Feb 2021.