DWA
CELG

Dougherty Wealth Advisers’s Celgene Corp CELG Stock Holding History

Dougherty Wealth Advisers’s Portfolio CELG Stock Details CELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,070
Closed -$106K – 186
2019
Q3 		$106K Hold
1,070
– – 0.35% 56
2019
Q2 		$99K Hold
1,070
– – 0.28% 70
2019
Q1 		$101K Hold
1,070
– – 0.34% 58
2018
Q4 		$94K Buy
+1,070
New +$79K 0.31% 62

Other funds holding CELG

FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
PCMC
Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Dougherty Wealth Advisers's CELG Position: Q4 2019 in Review

Dougherty Wealth Advisers sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 1,070 shares — an estimated $106K sold.

Dougherty Wealth Advisers first reported a position in CELG in Q4 2018 and held it in 4 quarters. The position peaked at $106K in Q3 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Dougherty Wealth Advisers reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 1,070 Celgene Corp shares in Q4 2019, an estimated $106K.
  • Dougherty Wealth Advisers first reported a position in Celgene Corp in Q4 2018 and held it in 4 quarters.
  • Dougherty Wealth Advisers's Celgene Corp position peaked at $106K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2019, filed 7 Feb 2020.