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Cetera Advisors’s Celsius Holdings CELH Stock Holding History

Cetera Advisors’s Portfolio CELH Stock Details CELH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$3.14M Buy
37,834
+23,496
+164% +$1.61M 0.02% 624
2023
Q4 		$782K Buy
14,338
+3,010
+27% +$161K 0.01% 883
2023
Q3 		$648K Buy
+11,328
New +$637K 0.01% 917

Other funds holding CELH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cetera Advisors's CELH Position: Q1 2024 in Review

Cetera Advisors increased its Celsius Holdings (CELH) stake by 164% in Q1 2024, buying an estimated $1.61M and bringing the position to 37,834 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #624.

Cetera Advisors first reported a position in CELH in Q3 2023 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold CELH as of Q1 2024.

  • Cetera Advisors held 37,834 shares of Celsius Holdings worth $3.14M as of Q1 2024.
  • Cetera Advisors bought 23,496 Celsius Holdings shares in Q1 2024, an estimated $1.61M.
  • Celsius Holdings made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #624 holding.
  • Cetera Advisors first reported a position in Celsius Holdings in Q3 2023 and has held it in 3 quarters since.
  • 599 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.