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Sowell Financial Services’s Allogene Therapeutics ALLO Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-2,857
Closed -$83K – 591
2021
Q1 		$83K Sell
2,857
-845
-23% -$28.5K ﹤0.01% 1448
2020
Q4 		$93K Buy
+3,702
New +$121K ﹤0.01% 1177
2020
Q3 		– Sell
-16
Closed -$1K – 2504
2020
Q2 		$1K Sell
16
-1,260
-99% -$45.6K ﹤0.01% 2239
2020
Q1 		$25K Sell
1,276
-656
-34% -$15.6K ﹤0.01% 1303
2019
Q4 		$50K Buy
+1,932
New +$53.2K ﹤0.01% 1148

Other funds holding ALLO

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's ALLO Position: Q2 2021 in Review

Sowell Financial Services sold out of Allogene Therapeutics (ALLO) in Q2 2021, closing a stake of 2,857 shares — an estimated $83K sold.

Sowell Financial Services first reported a position in ALLO in Q4 2019 and held it in 5 quarters. The position peaked at $93K in Q4 2020. 182 funds tracked by Wall St. Rank hold ALLO as of Q2 2021.

  • Sowell Financial Services reported no remaining Allogene Therapeutics position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,857 Allogene Therapeutics shares in Q2 2021, an estimated $83K.
  • Sowell Financial Services first reported a position in Allogene Therapeutics in Q4 2019 and held it in 5 quarters.
  • Sowell Financial Services's Allogene Therapeutics position peaked at $93K in Q4 2020.
  • 182 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.