BWM
CELG

BerganKDV Wealth Management’s Celgene Corp CELG Stock Holding History

BerganKDV Wealth Management’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
-110
Closed -$11K – 1002
2019
Q3 		$11K Hold
110
– – ﹤0.01% 498
2019
Q2 		$10K Hold
110
– – ﹤0.01% 524
2019
Q1 		$10K Hold
110
– – ﹤0.01% 536
2018
Q4 		$7K Sell
110
-350
-76% -$25.8K ﹤0.01% 527
2018
Q3 		$41K Hold
460
– – 0.01% 343
2018
Q2 		$37K Buy
+460
New +$38.2K 0.01% 358

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

BerganKDV Wealth Management's CELG Position: Q4 2019 in Review

BerganKDV Wealth Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 110 shares — an estimated $11K sold.

BerganKDV Wealth Management first reported a position in CELG in Q2 2018 and held it in 6 quarters. The position peaked at $41K in Q3 2018. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • BerganKDV Wealth Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 110 Celgene Corp shares in Q4 2019, an estimated $11K.
  • BerganKDV Wealth Management first reported a position in Celgene Corp in Q2 2018 and held it in 6 quarters.
  • BerganKDV Wealth Management's Celgene Corp position peaked at $41K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on BerganKDV Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.