Capital Advisors Ltd’s Seagen Inc. Common Stock SGEN Stock Holding History

Capital Advisors Ltd’s Portfolio SGEN Stock Details SGEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-19	Closed	-$4K	–	1540
2023 Q3	$4K	Hold	19	–	–	﹤0.01%	911
2023 Q2	$4K	Hold	19	–	–	﹤0.01%	921
2023 Q1	$4K	Buy	19 +12	+171%	+$1.93K	﹤0.01%	782
2022 Q4	$1K	Buy	+7	New	+$903	﹤0.01%	1153
2022 Q3	–	Sell	-4	Closed	-$1K	–	1612
2022 Q2	$1K	Sell	4 -3	-43%	-$432	﹤0.01%	944
2022 Q1	$1K	Buy	7 +5	+250%	+$676	﹤0.01%	846
2021 Q4	$0	Buy	+2	New	+$335	﹤0.01%	973

Other funds holding SGEN

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

FBC

Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return

VWA

Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

SAG

Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Capital Advisors Ltd's SGEN Position: Q4 2023 in Review

Capital Advisors Ltd sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 19 shares — an estimated $4K sold.

Capital Advisors Ltd first reported a position in SGEN in Q4 2021 and held it in 7 quarters. The position peaked at $4K in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

Capital Advisors Ltd reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Capital Advisors Ltd sold 19 Seagen Inc. Common Stock shares in Q4 2023, an estimated $4K.
Capital Advisors Ltd first reported a position in Seagen Inc. Common Stock in Q4 2021 and held it in 7 quarters.
Capital Advisors Ltd's Seagen Inc. Common Stock position peaked at $4K in Q3 2023.
6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.