EI
SGEN

Ellevest Inc’s Seagen Inc. Common Stock SGEN Stock Holding History

Ellevest Inc’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
-1,707
Closed -$362K – 420
2023
Q3 		$362K Buy
1,707
+346
+25% +$69.1K 0.03% 224
2023
Q2 		$262K Buy
1,361
+110
+9% +$21.9K 0.02% 292
2023
Q1 		$253K Buy
1,251
+355
+40% +$56.9K 0.02% 277
2022
Q4 		$115K Sell
896
-697
-44% -$90K 0.01% 410
2022
Q3 		$218K Buy
1,593
+183
+13% +$29.8K 0.02% 260
2022
Q2 		$249K Sell
1,410
-223
-14% -$32.1K 0.02% 238
2022
Q1 		$235K Buy
1,633
+476
+41% +$64.4K 0.02% 297
2021
Q4 		$179K Sell
1,157
-63
-5% -$10.5K 0.02% 308
2021
Q3 		$207K Buy
1,220
+95
+8% +$14.8K 0.02% 267
2021
Q2 		$178K Buy
1,125
+85
+8% +$12.6K 0.02% 281
2021
Q1 		$144K Buy
1,040
+397
+62% +$64K 0.02% 284
2020
Q4 		$113K Buy
643
+326
+103% +$60.8K 0.02% 279
2020
Q3 		$62K Buy
317
+61
+24% +$10.2K 0.01% 340
2020
Q2 		$43K Buy
256
+226
+753% +$33.7K 0.01% 377
2020
Q1 		$3K Buy
+30
New +$3.32K ﹤0.01% 733

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 $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

Ellevest Inc's SGEN Position: Q4 2023 in Review

Ellevest Inc sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 1,707 shares — an estimated $362K sold.

Ellevest Inc first reported a position in SGEN in Q1 2020 and held it in 15 quarters. The position peaked at $362K in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • Ellevest Inc reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Ellevest Inc sold 1,707 Seagen Inc. Common Stock shares in Q4 2023, an estimated $362K.
  • Ellevest Inc first reported a position in Seagen Inc. Common Stock in Q1 2020 and held it in 15 quarters.
  • Ellevest Inc's Seagen Inc. Common Stock position peaked at $362K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Ellevest Inc's 13F filing for Q4 2023, filed 6 Feb 2024.