BWA
CELG

BDO Wealth Advisors’s Celgene Corp CELG Stock Holding History

BDO Wealth Advisors’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
-750
Closed -$74K – 670
2019
Q3 		$74K Sell
750
-3,876
-84% -$368K 0.02% 277
2019
Q2 		$428K Sell
4,626
-799
-15% -$75.9K 0.12% 119
2019
Q1 		$512K Buy
5,425
+1,517
+39% +$133K 0.15% 109
2018
Q4 		$250K Sell
3,908
-263
-6% -$19.4K 0.09% 131
2018
Q3 		$373K Buy
4,171
+2,700
+184% +$239K 0.12% 109
2018
Q2 		$117K Buy
1,471
+415
+39% +$34.5K 0.04% 204
2018
Q1 		$94K Sell
1,056
-6,030
-85% -$579K 0.04% 188
2017
Q4 		$739K Sell
7,086
-500
-7% -$56.4K 0.33% 58
2017
Q3 		$1.11M Sell
7,586
-175
-2% -$23.8K 0.55% 34
2017
Q2 		$1.01M Buy
+7,761
New +$951K 0.44% 43

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 $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

BDO Wealth Advisors's CELG Position: Q4 2019 in Review

BDO Wealth Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 750 shares — an estimated $74K sold.

BDO Wealth Advisors first reported a position in CELG in Q2 2017 and held it in 10 quarters. The position peaked at $1.11M in Q3 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • BDO Wealth Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • BDO Wealth Advisors sold 750 Celgene Corp shares in Q4 2019, an estimated $74K.
  • BDO Wealth Advisors first reported a position in Celgene Corp in Q2 2017 and held it in 10 quarters.
  • BDO Wealth Advisors's Celgene Corp position peaked at $1.11M in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on BDO Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.