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TCI Wealth Advisors’s Allogene Therapeutics ALLO Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-582
Closed -$2.88K – 282
2023
Q1 		$2.88K Sell
582
-103
-15% -$661 ﹤0.01% 1870
2022
Q4 		$4.31K Sell
685
-1
-0.1% -$9 ﹤0.01% 1626
2022
Q3 		$7K Buy
686
+1
+0.1% +$14 ﹤0.01% 1216
2022
Q2 		$8K Hold
685
– – ﹤0.01% 1128
2022
Q1 		$6K Buy
685
+369
+117% +$3.84K ﹤0.01% 1384
2021
Q4 		$5K Buy
316
+124
+65% +$2.19K ﹤0.01% 1615
2021
Q3 		$5K Buy
+192
New +$4.56K ﹤0.01% 1544
2021
Q2 		– Sell
-74
Closed -$3K – 2304
2021
Q1 		$3K Buy
+74
New +$2.5K ﹤0.01% 1477

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TCI Wealth Advisors's ALLO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Allogene Therapeutics (ALLO) in Q2 2023, closing a stake of 582 shares — an estimated $2.88K sold.

TCI Wealth Advisors first reported a position in ALLO in Q1 2021 and held it in 8 quarters. The position peaked at $8K in Q2 2022. 171 funds tracked by Wall St. Rank hold ALLO as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Allogene Therapeutics position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 582 Allogene Therapeutics shares in Q2 2023, an estimated $2.88K.
  • TCI Wealth Advisors first reported a position in Allogene Therapeutics in Q1 2021 and held it in 8 quarters.
  • TCI Wealth Advisors's Allogene Therapeutics position peaked at $8K in Q2 2022.
  • 171 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.