Finivi Inc’s Celsius Holdings CELH Stock Holding History

Finivi Inc’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 Q3	–	Sell	-16,380	Closed	-$935K	–	86
2024 Q2	$935K	Buy	+16,380	New	+$1.24M	0.77%	37

Other funds holding CELH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Finivi Inc's CELH Position: Q3 2024 in Review

Finivi Inc sold out of Celsius Holdings (CELH) in Q3 2024, closing a stake of 16,380 shares — an estimated $935K sold.

Finivi Inc first reported a position in CELH in Q2 2024 and held it in 1 quarter. The position peaked at $935K in Q2 2024. 513 funds tracked by Wall St. Rank hold CELH as of Q3 2024.

Finivi Inc reported no remaining Celsius Holdings position as of Q3 2024 after selling out during the quarter.
Finivi Inc sold 16,380 Celsius Holdings shares in Q3 2024, an estimated $935K.
Finivi Inc first reported a position in Celsius Holdings in Q2 2024 and held it in 1 quarter.
Finivi Inc's Celsius Holdings position peaked at $935K in Q2 2024.
513 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2024.

Based on Finivi Inc's 13F filing for Q3 2024, filed 19 Dec 2025.