Creative Planning
SGEN

Creative Planning’s Seagen Inc. Common Stock SGEN Stock Holding History

Creative Planning’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
2014
Q3 		– Sell
-4,000
Closed -$26K – 4198
2014
Q2 		$26K Buy
+4,000
New +$151K ﹤0.01% 2341

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 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

Creative Planning's SGEN Position: Q4 2023 in Review

Creative Planning sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 12,090 shares — an estimated $2.56M sold.

Creative Planning first reported a position in SGEN in Q2 2013 and held it in 42 quarters. The position peaked at $3.25M in Q1 2017. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • Creative Planning reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 12,090 Seagen Inc. Common Stock shares in Q4 2023, an estimated $2.56M.
  • Creative Planning first reported a position in Seagen Inc. Common Stock in Q2 2013 and held it in 42 quarters.
  • Creative Planning's Seagen Inc. Common Stock position peaked at $3.25M in Q1 2017.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.