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CELG

Avantax Planning Partners’s Celgene Corp CELG Stock Holding History

Avantax Planning Partners’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
-4,571
Closed -$454K – 324
2019
Q3 		$454K Sell
4,571
-97
-2% -$9.22K 0.03% 180
2019
Q2 		$435K Buy
4,668
+27
+0.6% +$2.56K 0.03% 188
2019
Q1 		$438K Buy
+4,641
New +$406K 0.03% 178
2018
Q4 		– Sell
-2,436
Closed -$218K – 1478
2018
Q3 		$218K Buy
+2,436
New +$215K 0.02% 228
2018
Q2 		– Sell
-8,938
Closed -$797K – 1883
2018
Q1 		$797K Buy
8,938
+224
+3% +$21.5K 0.07% 116
2017
Q4 		$909K Sell
8,714
-3,973
-31% -$448K 0.08% 107
2017
Q3 		$1.85M Buy
12,687
+6,873
+118% +$936K 0.15% 68
2017
Q2 		$755K Sell
5,814
-77
-1% -$9.44K 0.06% 141
2017
Q1 		$733K Sell
5,891
-428
-7% -$51.2K 0.07% 141
2016
Q4 		$731K Buy
+6,319
New +$704K 0.08% 125

Other funds holding CELG

FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 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 $420M AUM 14.29% 1-Year Est. Return

Avantax Planning Partners's CELG Position: Q4 2019 in Review

Avantax Planning Partners sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 4,571 shares — an estimated $454K sold.

Avantax Planning Partners first reported a position in CELG in Q4 2016 and held it in 10 quarters. The position peaked at $1.85M in Q3 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Avantax Planning Partners reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Avantax Planning Partners sold 4,571 Celgene Corp shares in Q4 2019, an estimated $454K.
  • Avantax Planning Partners first reported a position in Celgene Corp in Q4 2016 and held it in 10 quarters.
  • Avantax Planning Partners's Celgene Corp position peaked at $1.85M in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Avantax Planning Partners's 13F filing for Q4 2019, filed 15 Jan 2020.