BWP
CELG

Bernardo Wealth Planning’s Celgene Corp CELG Stock Holding History

Bernardo Wealth Planning’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
-2,445
Closed -$242K – 172
2019
Q3 		$242K Sell
2,445
-596
-20% -$56.6K 0.18% 129
2019
Q2 		$281K Sell
3,041
-704
-19% -$66.9K 0.22% 113
2019
Q1 		$353K Sell
3,745
-2,068
-36% -$181K 0.28% 98
2018
Q4 		$373K Buy
+5,813
New +$429K 0.33% 82

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