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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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 $488M AUM 17.59% 1-Year Est. Return

Bernardo Wealth Planning's CELG Position: Q4 2019 in Review

Bernardo Wealth Planning sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 2,445 shares — an estimated $242K sold.

Bernardo Wealth Planning first reported a position in CELG in Q4 2018 and held it in 4 quarters. The position peaked at $373K in Q4 2018. 3 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

Bernardo Wealth Planning reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
Bernardo Wealth Planning sold 2,445 Celgene Corp shares in Q4 2019, an estimated $242K.
Bernardo Wealth Planning first reported a position in Celgene Corp in Q4 2018 and held it in 4 quarters.
Bernardo Wealth Planning's Celgene Corp position peaked at $373K in Q4 2018.
3 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

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