AWA
CELG

ARS Wealth Advisors’s Celgene Corp CELG Stock Holding History

ARS Wealth Advisors’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
-3,105
Closed -$308K – 114
2019
Q3 		$308K Sell
3,105
-55
-2% -$5.23K 0.1% 79
2019
Q2 		$292K Sell
3,160
-576
-15% -$54.7K 0.09% 89
2019
Q1 		$352K Sell
3,736
-88
-2% -$7.7K 0.11% 82
2018
Q4 		$245K Sell
3,824
-1,552
-29% -$115K 0.09% 90
2018
Q3 		$481K Buy
5,376
+570
+12% +$50.4K 0.16% 72
2018
Q2 		$382K Buy
4,806
+260
+6% +$21.6K 0.14% 73
2018
Q1 		$406K Sell
4,546
-4,250
-48% -$408K 0.15% 76
2017
Q4 		$918K Sell
8,796
-182
-2% -$20.5K 0.34% 52
2017
Q3 		$1.31M Buy
8,978
+170
+2% +$23.2K 0.51% 39
2017
Q2 		$1.14M Buy
8,808
+638
+8% +$78.2K 0.46% 41
2017
Q1 		$1.02M Buy
8,170
+2,387
+41% +$286K 0.43% 41
2016
Q4 		$669K Buy
5,783
+2,743
+90% +$305K 0.3% 46
2016
Q3 		$318K Buy
+3,040
New +$329K 0.13% 68

Other funds holding CELG

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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 $488M AUM 17.59% 1-Year Est. Return

ARS Wealth Advisors's CELG Position: Q4 2019 in Review

ARS Wealth Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 3,105 shares — an estimated $308K sold.

ARS Wealth Advisors first reported a position in CELG in Q3 2016 and held it in 13 quarters. The position peaked at $1.31M in Q3 2017. 3 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • ARS Wealth Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • ARS Wealth Advisors sold 3,105 Celgene Corp shares in Q4 2019, an estimated $308K.
  • ARS Wealth Advisors first reported a position in Celgene Corp in Q3 2016 and held it in 13 quarters.
  • ARS Wealth Advisors's Celgene Corp position peaked at $1.31M in Q3 2017.
  • 3 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on ARS Wealth Advisors's 13F filing for Q4 2019, filed 11 Jun 2021.