AWS
SGEN

Atria Wealth Solutions’s Seagen Inc. Common Stock SGEN Stock Holding History

Atria Wealth Solutions’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
-953
Closed -$202K – 2047
2023
Q3 		$202K Sell
953
-115
-11% -$23K ﹤0.01% 1696
2023
Q2 		$206K Sell
1,068
-414
-28% -$82.2K ﹤0.01% 1681
2023
Q1 		$300K Sell
1,482
-126
-8% -$20.2K ﹤0.01% 1414
2022
Q4 		$207K Sell
1,608
-139
-8% -$17.9K ﹤0.01% 1595
2022
Q3 		$239K Sell
1,747
-5,985
-77% -$975K ﹤0.01% 1449
2022
Q2 		$1.37M Buy
7,732
+2,009
+35% +$290K 0.03% 569
2022
Q1 		$824K Buy
+5,723
New +$774K 0.01% 811

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Atria Wealth Solutions's SGEN Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 953 shares — an estimated $202K sold.

Atria Wealth Solutions first reported a position in SGEN in Q1 2022 and held it in 7 quarters. The position peaked at $1.37M in Q2 2022. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • Atria Wealth Solutions reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 953 Seagen Inc. Common Stock shares in Q4 2023, an estimated $202K.
  • Atria Wealth Solutions first reported a position in Seagen Inc. Common Stock in Q1 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's Seagen Inc. Common Stock position peaked at $1.37M in Q2 2022.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.