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Financial Advocates Investment Management’s Celsius Holdings CELH Stock Holding History

Financial Advocates Investment Management’s Portfolio CELH Stock Details CELH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,109
Closed -$258K – 751
2024
Q1 		$258K Buy
+3,109
New +$213K 0.01% 649

Other funds holding CELH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Financial Advocates Investment Management's CELH Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of Celsius Holdings (CELH) in Q2 2024, closing a stake of 3,109 shares — an estimated $258K sold.

Financial Advocates Investment Management first reported a position in CELH in Q1 2024 and held it in 1 quarter. The position peaked at $258K in Q1 2024. 567 funds tracked by Wall St. Rank hold CELH as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining Celsius Holdings position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,109 Celsius Holdings shares in Q2 2024, an estimated $258K.
  • Financial Advocates Investment Management first reported a position in Celsius Holdings in Q1 2024 and held it in 1 quarter.
  • Financial Advocates Investment Management's Celsius Holdings position peaked at $258K in Q1 2024.
  • 567 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.