Connecticut Wealth Management’s Seagen Inc. Common Stock SGEN Stock Holding History

Connecticut Wealth Management’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	-1,583	Closed	-$336K	–	332
2023 Q3	$336K	Hold	1,583	–	–	0.02%	207
2023 Q2	$305K	Hold	1,583	–	–	0.02%	205
2023 Q1	$321K	Hold	1,583	–	–	0.02%	185
2022 Q4	$203K	Hold	1,583	–	–	0.02%	197
2022 Q3	$217K	Hold	1,583	–	–	0.02%	181
2022 Q2	$280K	Hold	1,583	–	–	0.02%	152
2022 Q1	$228K	Hold	1,583	–	–	0.02%	173
2021 Q4	$245K	Hold	1,583	–	–	0.02%	182
2021 Q3	$269K	Buy	1,583 +3	+0.2%	+$467	0.02%	168
2021 Q2	$249K	Hold	1,580	–	–	0.02%	168
2021 Q1	$219K	Hold	1,580	–	–	0.02%	161
2020 Q4	$277K	Hold	1,580	–	–	0.03%	156
2020 Q3	$309K	Hold	1,580	–	–	0.03%	157
2020 Q2	$268K	Buy	+1,580	New	+$236K	0.03%	123

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

Connecticut Wealth Management's SGEN Position: Q4 2023 in Review

Connecticut Wealth Management sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 1,583 shares — an estimated $336K sold.

Connecticut Wealth Management first reported a position in SGEN in Q2 2020 and held it in 14 quarters. The position peaked at $336K in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

Connecticut Wealth Management reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Connecticut Wealth Management sold 1,583 Seagen Inc. Common Stock shares in Q4 2023, an estimated $336K.
Connecticut Wealth Management first reported a position in Seagen Inc. Common Stock in Q2 2020 and held it in 14 quarters.
Connecticut Wealth Management's Seagen Inc. Common Stock position peaked at $336K in Q3 2023.
6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Connecticut Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.