AWM
CELG

Aries Wealth Management’s Celgene Corp CELG Stock Holding History

Aries 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
2018
Q4 		– Sell
-3,848
Closed -$344K – 140
2018
Q3 		$344K Sell
3,848
-200
-5% -$17.7K 0.31% 81
2018
Q2 		$365K Sell
4,048
-653
-14% -$54.2K 0.34% 78
2018
Q1 		$420K Sell
4,701
-1,031
-18% -$99K 0.41% 71
2017
Q4 		$588K Buy
+5,732
New +$647K 0.54% 54

Other funds holding CELG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aries Wealth Management's CELG Position: Q4 2018 in Review

Aries Wealth Management sold out of Celgene Corp (CELG) in Q4 2018, closing a stake of 3,848 shares — an estimated $344K sold.

Aries Wealth Management first reported a position in CELG in Q4 2017 and held it in 4 quarters. The position peaked at $588K in Q4 2017. 1,317 funds tracked by Wall St. Rank hold CELG as of Q4 2018.

  • Aries Wealth Management reported no remaining Celgene Corp position as of Q4 2018 after selling out during the quarter.
  • Aries Wealth Management sold 3,848 Celgene Corp shares in Q4 2018, an estimated $344K.
  • Aries Wealth Management first reported a position in Celgene Corp in Q4 2017 and held it in 4 quarters.
  • Aries Wealth Management's Celgene Corp position peaked at $588K in Q4 2017.
  • 1,317 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2018.

Based on Aries Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.