BIAS
SGEN

Beacon Investment Advisory Services’s Seagen Inc. Common Stock SGEN Stock Holding History

Beacon Investment Advisory Services’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
-16,108
Closed -$3.42M – 285
2023
Q3 		$3.42M Sell
16,108
-395
-2% -$78.9K 0.17% 97
2023
Q2 		$3.18M Sell
16,503
-195
-1% -$38.7K 0.15% 106
2023
Q1 		$3.38M Buy
16,698
+5,631
+51% +$903K 0.16% 107
2022
Q4 		$1.42M Sell
11,067
-30
-0.3% -$3.87K 0.07% 132
2022
Q3 		$1.52M Sell
11,097
-17
-0.2% -$2.77K 0.08% 128
2022
Q2 		$1.97M Sell
11,114
-7
-0.1% -$1.01K 0.1% 130
2022
Q1 		$1.6M Sell
11,121
-768
-6% -$104K 0.07% 137
2021
Q4 		$1.84M Sell
11,889
-361
-3% -$60.4K 0.07% 138
2021
Q3 		$2.08M Buy
12,250
+458
+4% +$71.3K 0.09% 132
2021
Q2 		$1.86M Buy
11,792
+1,256
+12% +$187K 0.08% 137
2021
Q1 		$1.46M Buy
+10,536
New +$1.7M 0.06% 145

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Beacon Investment Advisory Services's SGEN Position: Q4 2023 in Review

Beacon Investment Advisory Services sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 16,108 shares — an estimated $3.42M sold.

Beacon Investment Advisory Services first reported a position in SGEN in Q1 2021 and held it in 11 quarters. The position peaked at $3.42M in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • Beacon Investment Advisory Services reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 16,108 Seagen Inc. Common Stock shares in Q4 2023, an estimated $3.42M.
  • Beacon Investment Advisory Services first reported a position in Seagen Inc. Common Stock in Q1 2021 and held it in 11 quarters.
  • Beacon Investment Advisory Services's Seagen Inc. Common Stock position peaked at $3.42M in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2023, filed 12 Feb 2024.