BBWA
CELG

Bell & Brown Wealth Advisors’s Celgene Corp CELG Stock Holding History

Bell & Brown 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
-22,135
Closed -$2.2M – 87
2019
Q3 		$2.2M Sell
22,135
-320
-1% -$30.4K 1.81% 22
2019
Q2 		$2.08M Buy
22,455
+1,095
+5% +$104K 1.83% 21
2019
Q1 		$2.02M Buy
21,360
+3,655
+21% +$320K 1.84% 19
2018
Q4 		$1.14M Sell
17,705
-1,175
-6% -$86.7K 1.21% 35
2018
Q3 		$1.35M Buy
18,880
+1,270
+7% +$112K 1.26% 32
2018
Q2 		$1.4M Buy
17,610
+1,310
+8% +$109K 1.38% 29
2018
Q1 		$1.43M Buy
16,300
+3,085
+23% +$296K 1.51% 26
2017
Q4 		$1.38M Buy
+13,215
New +$1.49M 1.43% 29

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 $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

Bell & Brown Wealth Advisors's CELG Position: Q4 2019 in Review

Bell & Brown Wealth Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 22,135 shares — an estimated $2.2M sold.

Bell & Brown Wealth Advisors first reported a position in CELG in Q4 2017 and held it in 8 quarters. The position peaked at $2.2M in Q3 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Bell & Brown Wealth Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 22,135 Celgene Corp shares in Q4 2019, an estimated $2.2M.
  • Bell & Brown Wealth Advisors first reported a position in Celgene Corp in Q4 2017 and held it in 8 quarters.
  • Bell & Brown Wealth Advisors's Celgene Corp position peaked at $2.2M in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Bell & Brown Wealth Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.