Commonwealth Equity Services
CELU icon

Commonwealth Equity Services’s Celularity CELU Stock Holding History

Commonwealth Equity Services’s Portfolio CELU Stock Details CELU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,082
Closed -$10K – 4029
2023
Q4 		$10K Buy
4,082
+500
+14% +$1.09K ﹤0.01% 3857
2023
Q3 		$8K Buy
3,582
+200
+6% +$719 ﹤0.01% 3788
2023
Q2 		$18K Sell
3,382
-190
-5% -$1.22K ﹤0.01% 3755
2023
Q1 		$22K Buy
3,572
+50
+1% +$402 ﹤0.01% 3660
2022
Q4 		$45K Sell
3,522
-1,379
-28% -$25.4K ﹤0.01% 3525
2022
Q3 		$113K Sell
4,901
-80
-2% -$2.43K ﹤0.01% 3347
2022
Q2 		$169K Buy
+4,981
New +$405K ﹤0.01% 3255

Other funds holding CELU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $696M AUM 46.48% 1-Year Est. Return

Commonwealth Equity Services's CELU Position: Q1 2024 in Review

Commonwealth Equity Services sold out of Celularity (CELU) in Q1 2024, closing a stake of 4,082 shares — an estimated $10K sold.

Commonwealth Equity Services first reported a position in CELU in Q2 2022 and held it in 7 quarters. The position peaked at $169K in Q2 2022. 30 funds tracked by Wall St. Rank hold CELU as of Q1 2024.

  • Commonwealth Equity Services reported no remaining Celularity position as of Q1 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 4,082 Celularity shares in Q1 2024, an estimated $10K.
  • Commonwealth Equity Services first reported a position in Celularity in Q2 2022 and held it in 7 quarters.
  • Commonwealth Equity Services's Celularity position peaked at $169K in Q2 2022.
  • 30 funds tracked by Wall St. Rank held Celularity as of Q1 2024.

Based on Commonwealth Equity Services's 13F filing for Q1 2024, filed 29 Apr 2024.