FSWA
SGEN

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

Financial Synergies 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
-3
Closed -$637 – 555
2023
Q3 		$637 Hold
3
– – ﹤0.01% 430
2023
Q2 		$578 Buy
+3
New +$596 ﹤0.01% 430

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 $180M AUM 39.51% 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

Financial Synergies Wealth Advisors's SGEN Position: Q4 2023 in Review

Financial Synergies Wealth Advisors sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 3 shares — an estimated $637 sold.

Financial Synergies Wealth Advisors first reported a position in SGEN in Q2 2023 and held it in 2 quarters. The position peaked at $637 in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • Financial Synergies Wealth Advisors reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 3 Seagen Inc. Common Stock shares in Q4 2023, an estimated $637.
  • Financial Synergies Wealth Advisors first reported a position in Seagen Inc. Common Stock in Q2 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Seagen Inc. Common Stock position peaked at $637 in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2023, filed 4 Apr 2024.