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Souders Financial Advisors’s Allogene Therapeutics ALLO Stock Holding History

Souders Financial Advisors’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
2021
Q4 		– Sell
-23,787
Closed -$611K – 136
2021
Q3 		$611K Buy
23,787
+1,269
+6% +$30.1K 0.2% 96
2021
Q2 		$587K Buy
22,518
+4,310
+24% +$123K 0.2% 89
2021
Q1 		$643K Buy
18,208
+2,299
+14% +$77.5K 0.25% 76
2020
Q4 		$402K Buy
15,909
+1,362
+9% +$44.4K 0.18% 86
2020
Q3 		$424K Buy
+14,547
New +$548K 0.2% 80

Other funds holding ALLO

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Souders Financial Advisors's ALLO Position: Q4 2021 in Review

Souders Financial Advisors sold out of Allogene Therapeutics (ALLO) in Q4 2021, closing a stake of 23,787 shares — an estimated $611K sold.

Souders Financial Advisors first reported a position in ALLO in Q3 2020 and held it in 5 quarters. The position peaked at $643K in Q1 2021. 177 funds tracked by Wall St. Rank hold ALLO as of Q4 2021.

  • Souders Financial Advisors reported no remaining Allogene Therapeutics position as of Q4 2021 after selling out during the quarter.
  • Souders Financial Advisors sold 23,787 Allogene Therapeutics shares in Q4 2021, an estimated $611K.
  • Souders Financial Advisors first reported a position in Allogene Therapeutics in Q3 2020 and held it in 5 quarters.
  • Souders Financial Advisors's Allogene Therapeutics position peaked at $643K in Q1 2021.
  • 177 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q4 2021.

Based on Souders Financial Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.