EWA
CELG

Evolution Wealth Advisors’s Celgene Corp CELG Stock Holding History

Evolution Wealth Advisors’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
-28
Closed -$3K – 725
2019
Q3 		$3K Sell
28
-462
-94% -$43.9K ﹤0.01% 389
2019
Q2 		$45K Buy
+490
New +$46.5K 0.02% 91

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

Evolution Wealth Advisors's CELG Position: Q4 2019 in Review

Evolution Wealth Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 28 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in CELG in Q2 2019 and held it in 2 quarters. The position peaked at $45K in Q2 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Evolution Wealth Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Evolution Wealth Advisors sold 28 Celgene Corp shares in Q4 2019, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in Celgene Corp in Q2 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's Celgene Corp position peaked at $45K in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Evolution Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.