Financial Gravity Asset Management’s Celgene Corp CELG Stock Holding History

Financial Gravity Asset Management’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	-1,525	Closed	-$151K	–	1866
2019 Q3	$151K	Sell	1,525 -575	-27%	-$54.6K	0.13%	148
2019 Q2	$194K	Sell	2,100 -1,620	-44%	-$154K	0.16%	149
2019 Q1	$349K	Buy	+3,720	New	+$325K	0.28%	81
2018 Q3	$396K	Sell	5,546 -234	-4%	-$20.7K	0.41%	38
2018 Q2	$527K	Buy	5,780 +972	+20%	+$80.7K	0.49%	27
2018 Q1	$417K	Buy	+4,808	New	+$462K	0.43%	37

Other funds holding CELG

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

Financial Gravity Asset Management's CELG Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 1,525 shares — an estimated $151K sold.

Financial Gravity Asset Management first reported a position in CELG in Q1 2018 and held it in 6 quarters. The position peaked at $527K in Q2 2018. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

Financial Gravity Asset Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 1,525 Celgene Corp shares in Q4 2019, an estimated $151K.
Financial Gravity Asset Management first reported a position in Celgene Corp in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's Celgene Corp position peaked at $527K in Q2 2018.
4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.