Bartlett & Co Wealth Management’s Celgene Corp CELG Stock Holding History

Bartlett & Co Wealth Management’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	-535	Closed	-$53.1K	–	900
2019 Q3	$53.1K	Buy	535 +315	+143%	+$29.9K	﹤0.01%	520
2019 Q2	$20.3K	Hold	220	–	–	﹤0.01%	530
2019 Q1	$20.8K	Sell	220 -90	-29%	-$7.87K	﹤0.01%	517
2018 Q4	$19.9K	Sell	310 -100	-24%	-$7.38K	﹤0.01%	521
2018 Q3	$36.7K	Hold	410	–	–	﹤0.01%	472
2018 Q2	$32.6K	Sell	410 -900	-69%	-$74.7K	﹤0.01%	473
2018 Q1	$117K	Buy	+1,310	New	+$126K	﹤0.01%	305

Other funds holding CELG

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

Bartlett & Co Wealth Management's CELG Position: Q4 2019 in Review

Bartlett & Co Wealth Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 535 shares — an estimated $53.1K sold.

Bartlett & Co Wealth Management first reported a position in CELG in Q1 2018 and held it in 7 quarters. The position peaked at $117K in Q1 2018. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

Bartlett & Co Wealth Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
Bartlett & Co Wealth Management sold 535 Celgene Corp shares in Q4 2019, an estimated $53.1K.
Bartlett & Co Wealth Management first reported a position in Celgene Corp in Q1 2018 and held it in 7 quarters.
Bartlett & Co Wealth Management's Celgene Corp position peaked at $117K in Q1 2018.
4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2024.