Cerity Partners’s Seagen Inc. Common Stock SGEN Stock Holding History

Cerity Partners’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	-1,715	Closed	-$364K	–	1905
2023 Q3	$364K	Sell	1,715 -261	-13%	-$52.1K	﹤0.01%	1082
2023 Q2	$380K	Sell	1,976 -179	-8%	-$35.6K	﹤0.01%	1297
2023 Q1	$26.1M	Buy	2,155 +489	+29%	+$78.4K	0.06%	208
2022 Q4	$214K	Buy	+1,666	New	+$215K	﹤0.01%	1314
2021 Q3	–	Sell	-10,005	Closed	-$1.58M	–	736
2021 Q2	$1.58M	Sell	10,005 -38	-0.4%	-$5.65K	0.03%	301
2021 Q1	$1.4M	Buy	+10,043	New	+$1.62M	0.03%	298

Other funds holding SGEN

SCM

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 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

Cerity Partners's SGEN Position: Q4 2023 in Review

Cerity Partners sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 1,715 shares — an estimated $364K sold.

Cerity Partners first reported a position in SGEN in Q1 2021 and held it in 6 quarters. The position peaked at $26.1M in Q1 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

Cerity Partners reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Cerity Partners sold 1,715 Seagen Inc. Common Stock shares in Q4 2023, an estimated $364K.
Cerity Partners first reported a position in Seagen Inc. Common Stock in Q1 2021 and held it in 6 quarters.
Cerity Partners's Seagen Inc. Common Stock position peaked at $26.1M in Q1 2023.
6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Cerity Partners's 13F filing for Q4 2023, filed 26 Jan 2024.