Commonwealth Equity Services
CELC icon

Commonwealth Equity Services’s Celcuity CELC Stock Holding History

Commonwealth Equity Services’s Portfolio CELC Stock Details CELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16,415
Closed -$219K – 4261
2025
Q2 		$219K Sell
16,415
-4,609
-22% -$50.2K ﹤0.01% 3848
2025
Q1 		$213K Buy
+21,024
New +$238K ﹤0.01% 3775
2024
Q4 		– Sell
-17,478
Closed -$261K – 4112
2024
Q3 		$261K Buy
17,478
+854
+5% +$14.1K ﹤0.01% 3473
2024
Q2 		$272K Buy
16,624
+1,500
+10% +$25.1K ﹤0.01% 3379
2024
Q1 		$327K Buy
+15,124
New +$242K ﹤0.01% 3194

Other funds holding CELC

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
PA
Perceptive Advisors New York $5.06B AUM 314.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return