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Center for Financial Planning’s TG Therapeutics TGTX Stock Holding History

Center for Financial Planning’s Portfolio TGTX Stock Details TGTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-33
Closed -$994 – 743
2024
Q4 		$994 Buy
+33
New +$947 ﹤0.01% 608

Other funds holding TGTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Center for Financial Planning's TGTX Position: Q1 2025 in Review

Center for Financial Planning sold out of TG Therapeutics (TGTX) in Q1 2025, closing a stake of 33 shares — an estimated $994 sold.

Center for Financial Planning first reported a position in TGTX in Q4 2024 and held it in 1 quarter. The position peaked at $994 in Q4 2024. 376 funds tracked by Wall St. Rank hold TGTX as of Q1 2025.

  • Center for Financial Planning reported no remaining TG Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Center for Financial Planning sold 33 TG Therapeutics shares in Q1 2025, an estimated $994.
  • Center for Financial Planning first reported a position in TG Therapeutics in Q4 2024 and held it in 1 quarter.
  • Center for Financial Planning's TG Therapeutics position peaked at $994 in Q4 2024.
  • 376 funds tracked by Wall St. Rank held TG Therapeutics as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.