AWM
CELG

AE Wealth Management’s Celgene Corp CELG Stock Holding History

AE 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
-23,797
Closed -$2.36M – 1192
2019
Q3 		$2.36M Buy
23,797
+11,269
+90% +$1.07M 0.07% 241
2019
Q2 		$1.16M Buy
12,528
+4,785
+62% +$454K 0.03% 364
2019
Q1 		$730K Buy
7,743
+365
+5% +$31.9K 0.05% 267
2018
Q4 		$473K Buy
7,378
+129
+2% +$9.52K 0.08% 256
2018
Q3 		$649K Buy
+7,249
New +$641K 0.04% 279

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

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

AE Wealth Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 23,797 shares — an estimated $2.36M sold.

AE Wealth Management first reported a position in CELG in Q3 2018 and held it in 5 quarters. The position peaked at $2.36M in Q3 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • AE Wealth Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • AE Wealth Management sold 23,797 Celgene Corp shares in Q4 2019, an estimated $2.36M.
  • AE Wealth Management first reported a position in Celgene Corp in Q3 2018 and held it in 5 quarters.
  • AE Wealth Management's Celgene Corp position peaked at $2.36M in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on AE Wealth Management's 13F filing for Q4 2019, filed 15 Jan 2020.