EWA
SGEN

EverSource Wealth Advisors’s Seagen Inc. Common Stock SGEN Stock Holding History

EverSource Wealth Advisors’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
-40
Closed -$8.49K – 2768
2023
Q3 		$8.49K Sell
40
-861
-96% -$172K ﹤0.01% 1487
2023
Q2 		$173K Sell
901
-437
-33% -$86.8K 0.02% 436
2023
Q1 		$271K Buy
1,338
+79
+6% +$12.7K 0.03% 317
2022
Q4 		$162K Sell
1,259
-331
-21% -$42.7K 0.02% 384
2022
Q3 		$218K Sell
1,590
-484
-23% -$78.8K 0.05% 286
2022
Q2 		$367K Buy
2,074
+1,016
+96% +$146K 0.09% 189
2022
Q1 		$152K Buy
1,058
+852
+414% +$115K 0.04% 281
2021
Q4 		$32K Buy
+206
New +$34.5K 0.01% 519

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

EverSource Wealth Advisors's SGEN Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 40 shares — an estimated $8.49K sold.

EverSource Wealth Advisors first reported a position in SGEN in Q4 2021 and held it in 8 quarters. The position peaked at $367K in Q2 2022. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • EverSource Wealth Advisors reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 40 Seagen Inc. Common Stock shares in Q4 2023, an estimated $8.49K.
  • EverSource Wealth Advisors first reported a position in Seagen Inc. Common Stock in Q4 2021 and held it in 8 quarters.
  • EverSource Wealth Advisors's Seagen Inc. Common Stock position peaked at $367K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.