CFP
SGEN

Cypress Financial Planning’s Seagen Inc. Common Stock SGEN Stock Holding History

Cypress Financial 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
2023
Q4 		– Sell
-4,050
Closed -$859K – 64
2023
Q3 		$859K Hold
4,050
– – 0.49% 22
2023
Q2 		$787K Hold
4,050
– – 0.45% 22
2023
Q1 		$818K Hold
4,050
– – 0.5% 20
2022
Q4 		$521K Hold
4,050
– – 0.35% 29
2022
Q3 		$554K Hold
4,050
– – 0.39% 25
2022
Q2 		$717K Buy
+4,050
New +$584K 0.49% 22

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $247M AUM 21.93% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Cypress Financial Planning's SGEN Position: Q4 2023 in Review

Cypress Financial Planning sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 4,050 shares — an estimated $859K sold.

Cypress Financial Planning first reported a position in SGEN in Q2 2022 and held it in 6 quarters. The position peaked at $859K in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • Cypress Financial Planning reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Cypress Financial Planning sold 4,050 Seagen Inc. Common Stock shares in Q4 2023, an estimated $859K.
  • Cypress Financial Planning first reported a position in Seagen Inc. Common Stock in Q2 2022 and held it in 6 quarters.
  • Cypress Financial Planning's Seagen Inc. Common Stock position peaked at $859K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Cypress Financial Planning's 13F filing for Q4 2023, filed 10 Jan 2024.