AWM
SGEN

Abound Wealth Management’s Seagen Inc. Common Stock SGEN Stock Holding History

Abound Wealth Management’s Portfolio SGEN Stock Details SGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4
Closed -$849 – 1411
2023
Q3 		$849 Hold
4
– – ﹤0.01% 728
2023
Q2 		$770 Buy
+4
New +$795 ﹤0.01% 770

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Abound Wealth Management's SGEN Position: Q4 2023 in Review

Abound Wealth Management sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 4 shares — an estimated $849 sold.

Abound Wealth Management first reported a position in SGEN in Q2 2023 and held it in 2 quarters. The position peaked at $849 in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • Abound Wealth Management reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Abound Wealth Management sold 4 Seagen Inc. Common Stock shares in Q4 2023, an estimated $849.
  • Abound Wealth Management first reported a position in Seagen Inc. Common Stock in Q2 2023 and held it in 2 quarters.
  • Abound Wealth Management's Seagen Inc. Common Stock position peaked at $849 in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.