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WR Wealth Planners’s Allison Transmission ALSN Stock Holding History

WR Wealth Planners’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
2024
Q4 		$756 Hold
7
– – ﹤0.01% 955
2024
Q3 		$672 Hold
7
– – ﹤0.01% 1001
2024
Q2 		$531 Hold
7
– – ﹤0.01% 1012
2024
Q1 		$568 Buy
+7
New +$472 ﹤0.01% 1026

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's ALSN Position: Q4 2024 in Review

WR Wealth Planners held its Allison Transmission (ALSN) position steady in Q4 2024 at 7 shares worth $756. The position accounts for ﹤0.01% of the portfolio, ranked #955.

WR Wealth Planners first reported a position in ALSN in Q1 2024 and has held it in 4 quarters since. 540 funds tracked by Wall St. Rank hold ALSN as of Q4 2024.

  • WR Wealth Planners held 7 shares of Allison Transmission worth $756 as of Q4 2024.
  • WR Wealth Planners left its Allison Transmission share count unchanged in Q4 2024.
  • Allison Transmission made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #955 holding.
  • WR Wealth Planners first reported a position in Allison Transmission in Q1 2024 and has held it in 4 quarters since.
  • 540 funds tracked by Wall St. Rank held Allison Transmission as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.