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Benjamin F. Edwards & Company’s Celsius Holdings CELH Stock Holding History

Benjamin F. Edwards & Company’s Portfolio CELH Stock Details CELH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$37K Buy
648
+505
+353% +$38.2K ﹤0.01% 1402
2024
Q1 		$12K Sell
143
-38
-21% -$2.6K ﹤0.01% 1652
2023
Q4 		$9K Buy
+181
New +$9.66K ﹤0.01% 1680

Other funds holding CELH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Benjamin F. Edwards & Company's CELH Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Celsius Holdings (CELH) stake by 353% in Q2 2024, buying an estimated $38.2K and bringing the position to 648 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Benjamin F. Edwards & Company first reported a position in CELH in Q4 2023 and has held it in 3 quarters since. 567 funds tracked by Wall St. Rank hold CELH as of Q2 2024.

  • Benjamin F. Edwards & Company held 648 shares of Celsius Holdings worth $37K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 505 Celsius Holdings shares in Q2 2024, an estimated $38.2K.
  • Celsius Holdings made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1402 holding.
  • Benjamin F. Edwards & Company first reported a position in Celsius Holdings in Q4 2023 and has held it in 3 quarters since.
  • 567 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.