Avantax Advisory Services’s Celgene Corp CELG Stock Holding History

Avantax Advisory Services’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	-9,231	Closed	-$919K	–	858
2019 Q3	$919K	Sell	9,231 -500	-5%	-$47.5K	0.04%	226
2019 Q2	$900K	Buy	9,731 +277	+3%	+$26.3K	0.04%	209
2019 Q1	$892K	Sell	9,454 -30	-0.3%	-$2.62K	0.05%	188
2018 Q4	$605K	Buy	+9,484	New	+$700K	0.1%	195

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

Avantax Advisory Services's CELG Position: Q4 2019 in Review

Avantax Advisory Services sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 9,231 shares — an estimated $919K sold.

Avantax Advisory Services first reported a position in CELG in Q4 2018 and held it in 4 quarters. The position peaked at $919K in Q3 2019. 3 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

Avantax Advisory Services reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
Avantax Advisory Services sold 9,231 Celgene Corp shares in Q4 2019, an estimated $919K.
Avantax Advisory Services first reported a position in Celgene Corp in Q4 2018 and held it in 4 quarters.
Avantax Advisory Services's Celgene Corp position peaked at $919K in Q3 2019.
3 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Avantax Advisory Services's 13F filing for Q4 2019, filed 14 Feb 2020.