Clearstead Advisors’s Seagen Inc. Common Stock SGEN Stock Holding History

Clearstead Advisors’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	-574	Closed	-$122K	–	1624
2023 Q3	$122K	Hold	574	–	–	0.01%	523
2023 Q2	$110K	Hold	574	–	–	0.01%	552
2023 Q1	$116K	Buy	574 +211	+58%	+$33.8K	0.01%	486
2022 Q4	$46.6K	Buy	363 +336	+1,244%	+$43.4K	﹤0.01%	635
2022 Q3	$4K	Hold	27	–	–	﹤0.01%	1016
2022 Q2	$5K	Buy	+27	New	+$3.89K	﹤0.01%	1016

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

Clearstead Advisors's SGEN Position: Q4 2023 in Review

Clearstead Advisors sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 574 shares — an estimated $122K sold.

Clearstead Advisors first reported a position in SGEN in Q2 2022 and held it in 6 quarters. The position peaked at $122K in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

Clearstead Advisors reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Clearstead Advisors sold 574 Seagen Inc. Common Stock shares in Q4 2023, an estimated $122K.
Clearstead Advisors first reported a position in Seagen Inc. Common Stock in Q2 2022 and held it in 6 quarters.
Clearstead Advisors's Seagen Inc. Common Stock position peaked at $122K in Q3 2023.
6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.