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Wealthstreet Investment Advisors’s Allogene Therapeutics ALLO Stock Holding History

Wealthstreet Investment 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
Q2 		– Sell
-8,000
Closed -$282K – 103
2021
Q1 		$282K Hold
8,000
– – 0.03% 322
2020
Q4 		$202K Buy
+8,000
New +$261K 0.02% 339

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

Wealthstreet Investment Advisors's ALLO Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Allogene Therapeutics (ALLO) in Q2 2021, closing a stake of 8,000 shares — an estimated $282K sold.

Wealthstreet Investment Advisors first reported a position in ALLO in Q4 2020 and held it in 2 quarters. The position peaked at $282K in Q1 2021. 182 funds tracked by Wall St. Rank hold ALLO as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Allogene Therapeutics position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 8,000 Allogene Therapeutics shares in Q2 2021, an estimated $282K.
  • Wealthstreet Investment Advisors first reported a position in Allogene Therapeutics in Q4 2020 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's Allogene Therapeutics position peaked at $282K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.