AWM
CELH icon

Atticus Wealth Management’s Celsius Holdings CELH Stock Holding History

Atticus Wealth Management’s Portfolio CELH Stock Details CELH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,096
Closed -$93K – 445
2021
Q3 		$93K Buy
+3,096
New +$79.6K 0.04% 176

Other funds holding CELH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atticus Wealth Management's CELH Position: Q4 2021 in Review

Atticus Wealth Management sold out of Celsius Holdings (CELH) in Q4 2021, closing a stake of 3,096 shares — an estimated $93K sold.

Atticus Wealth Management first reported a position in CELH in Q3 2021 and held it in 1 quarter. The position peaked at $93K in Q3 2021. 243 funds tracked by Wall St. Rank hold CELH as of Q4 2021.

  • Atticus Wealth Management reported no remaining Celsius Holdings position as of Q4 2021 after selling out during the quarter.
  • Atticus Wealth Management sold 3,096 Celsius Holdings shares in Q4 2021, an estimated $93K.
  • Atticus Wealth Management first reported a position in Celsius Holdings in Q3 2021 and held it in 1 quarter.
  • Atticus Wealth Management's Celsius Holdings position peaked at $93K in Q3 2021.
  • 243 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2021.

Based on Atticus Wealth Management's 13F filing for Q4 2021, filed 26 Jan 2022.