9WM
CELG

9258 Wealth Management’s Celgene Corp CELG Stock Holding History

9258 Wealth Management’s Portfolio CELG Stock Details CELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,125
Closed -$211K – 323
2019
Q3 		$211K Sell
2,125
-730
-26% -$69.4K 0.16% 154
2019
Q2 		$264K Sell
2,855
-685
-19% -$65K 0.21% 138
2019
Q1 		$334K Sell
3,540
-1,622
-31% -$142K 0.28% 112
2018
Q4 		$331K Buy
+5,162
New +$381K 0.32% 104

Other funds holding CELG

FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
PCMC
Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

9258 Wealth Management's CELG Position: Q4 2019 in Review

9258 Wealth Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 2,125 shares — an estimated $211K sold.

9258 Wealth Management first reported a position in CELG in Q4 2018 and held it in 4 quarters. The position peaked at $334K in Q1 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • 9258 Wealth Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • 9258 Wealth Management sold 2,125 Celgene Corp shares in Q4 2019, an estimated $211K.
  • 9258 Wealth Management first reported a position in Celgene Corp in Q4 2018 and held it in 4 quarters.
  • 9258 Wealth Management's Celgene Corp position peaked at $334K in Q1 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on 9258 Wealth Management's 13F filing for Q4 2019, filed 6 Feb 2020.