Altium Wealth Management’s Celgene Corp CELG Stock Holding History

Altium 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	-10,015	Closed	-$994K	–	305
2019 Q3	$994K	Buy	10,015 +473	+5%	+$44.9K	0.13%	92
2019 Q2	$882K	Buy	9,542 +562	+6%	+$53.4K	0.13%	100
2019 Q1	$847K	Buy	8,980 +115	+1%	+$10.1K	0.14%	95
2018 Q4	$568K	Buy	8,865 +624	+8%	+$46.1K	0.11%	134
2018 Q3	$737K	Buy	8,241 +660	+9%	+$58.3K	0.14%	113
2018 Q2	$602K	Buy	7,581 +1,657	+28%	+$138K	0.16%	101
2018 Q1	$528K	Buy	5,924 +394	+7%	+$37.8K	0.21%	80
2017 Q4	$577K	Buy	+5,530	New	+$624K	0.26%	74

Other funds holding CELG

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

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

Altium Wealth Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 10,015 shares — an estimated $994K sold.

Altium Wealth Management first reported a position in CELG in Q4 2017 and held it in 8 quarters. The position peaked at $994K in Q3 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

Altium Wealth Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
Altium Wealth Management sold 10,015 Celgene Corp shares in Q4 2019, an estimated $994K.
Altium Wealth Management first reported a position in Celgene Corp in Q4 2017 and held it in 8 quarters.
Altium Wealth Management's Celgene Corp position peaked at $994K in Q3 2019.
4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Altium Wealth Management's 13F filing for Q4 2019, filed 17 Jan 2020.