AWM
SGEN

Avior Wealth Management’s Seagen Inc. Common Stock SGEN Stock Holding History

Avior Wealth Management’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
-2,800
Closed -$594K – 1685
2023
Q3 		$594K Hold
2,800
– – 0.04% 286
2023
Q2 		$539K Hold
2,800
– – 0.04% 319
2023
Q1 		$567K Sell
2,800
-250
-8% -$40.1K 0.04% 313
2022
Q4 		$392K Buy
3,050
+750
+33% +$96.8K 0.03% 358
2022
Q3 		$314K Buy
2,300
+450
+24% +$73.3K 0.03% 378
2022
Q2 		$327K Hold
1,850
– – 0.03% 340
2022
Q1 		$266K Hold
1,850
– – 0.02% 398
2021
Q4 		$286K Buy
+1,850
New +$310K 0.02% 393
2020
Q3 		– Sell
-83
Closed -$14K – 1039
2020
Q2 		$14K Buy
+83
New +$12.4K ﹤0.01% 627

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $247M AUM 21.93% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Avior Wealth Management's SGEN Position: Q4 2023 in Review

Avior Wealth Management sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 2,800 shares — an estimated $594K sold.

Avior Wealth Management first reported a position in SGEN in Q2 2020 and held it in 9 quarters. The position peaked at $594K in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • Avior Wealth Management reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 2,800 Seagen Inc. Common Stock shares in Q4 2023, an estimated $594K.
  • Avior Wealth Management first reported a position in Seagen Inc. Common Stock in Q2 2020 and held it in 9 quarters.
  • Avior Wealth Management's Seagen Inc. Common Stock position peaked at $594K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.