AWM
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Axxcess Wealth Management’s Celularity CELU Stock Holding History

Axxcess Wealth Management’s Portfolio CELU Stock Details CELU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,500
Closed -$6.18K – 876
2023
Q4 		$6.18K Sell
2,500
-100
-4% -$217 ﹤0.01% 832
2023
Q3 		$5.78K Buy
+2,600
New +$9.34K ﹤0.01% 798

Other funds holding CELU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $696M AUM 46.48% 1-Year Est. Return

Axxcess Wealth Management's CELU Position: Q1 2024 in Review

Axxcess Wealth Management sold out of Celularity (CELU) in Q1 2024, closing a stake of 2,500 shares — an estimated $6.18K sold.

Axxcess Wealth Management first reported a position in CELU in Q3 2023 and held it in 2 quarters. The position peaked at $6.18K in Q4 2023. 30 funds tracked by Wall St. Rank hold CELU as of Q1 2024.

  • Axxcess Wealth Management reported no remaining Celularity position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,500 Celularity shares in Q1 2024, an estimated $6.18K.
  • Axxcess Wealth Management first reported a position in Celularity in Q3 2023 and held it in 2 quarters.
  • Axxcess Wealth Management's Celularity position peaked at $6.18K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held Celularity as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.