Beacon Pointe Advisors’s Seagen Inc. Common Stock SGEN Stock Holding History

Beacon Pointe Advisors’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	-3,160	Closed	-$670K	–	1409
2023 Q3	$670K	Buy	+3,160	New	+$631K	0.01%	758
2023 Q2	–	Sell	-3,227	Closed	-$653K	–	1206
2023 Q1	$653K	Buy	+3,227	New	+$518K	0.01%	678
2022 Q3	–	Sell	-1,203	Closed	-$213K	–	1079
2022 Q2	$213K	Buy	+1,203	New	+$173K	﹤0.01%	948

Other funds holding SGEN

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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 Pointe Advisors's SGEN Position: Q4 2023 in Review

Beacon Pointe Advisors sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 3,160 shares — an estimated $670K sold.

Beacon Pointe Advisors first reported a position in SGEN in Q2 2022 and held it in 3 quarters. The position peaked at $670K in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

Beacon Pointe Advisors reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Beacon Pointe Advisors sold 3,160 Seagen Inc. Common Stock shares in Q4 2023, an estimated $670K.
Beacon Pointe Advisors first reported a position in Seagen Inc. Common Stock in Q2 2022 and held it in 3 quarters.
Beacon Pointe Advisors's Seagen Inc. Common Stock position peaked at $670K in Q3 2023.
6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Beacon Pointe Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.