First Personal Financial Services’s Celsius Holdings CELH Stock Holding History

First Personal Financial Services’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	$46.7K	Sell	1,489 -11	-0.7%	-$462	0.01%	205
2024 Q2	$85.6K	Hold	1,500	–	–	0.02%	168
2024 Q1	$124K	Hold	1,500	–	–	0.03%	145
2023 Q4	$81.8K	Sell	1,500 -390	-21%	-$20.8K	0.02%	173
2023 Q3	$108K	Hold	1,890	–	–	0.03%	150
2023 Q2	$94K	Hold	1,890	–	–	0.02%	162
2023 Q1	$58.6K	Sell	1,890 -165	-8%	-$5.21K	0.02%	192
2022 Q4	$71.3K	Hold	2,055	–	–	0.02%	180
2022 Q3	$62K	Hold	2,055	–	–	0.02%	174
2022 Q2	$45K	Hold	2,055	–	–	0.01%	177
2022 Q1	$38K	Hold	2,055	–	–	0.01%	213
2021 Q4	$51K	Sell	2,055 -90	-4%	-$2.49K	0.01%	191
2021 Q3	$64K	Sell	2,145 -480	-18%	-$12.3K	0.02%	174
2021 Q2	$67K	Hold	2,625	–	–	0.02%	176
2021 Q1	$42K	Sell	2,625 -75	-3%	-$1.41K	0.01%	199
2020 Q4	$45K	Hold	2,700	–	–	0.01%	193
2020 Q3	$20K	Sell	2,700 -300	-10%	-$1.81K	0.01%	228
2020 Q2	$12K	Hold	3,000	–	–	﹤0.01%	253
2020 Q1	$4K	Hold	3,000	–	–	﹤0.01%	268
2019 Q4	$5K	Hold	3,000	–	–	﹤0.01%	307
2019 Q3	$3K	Hold	3,000	–	–	﹤0.01%	404
2019 Q2	$4K	Hold	3,000	–	–	﹤0.01%	606
2019 Q1	$4K	Hold	3,000	–	–	﹤0.01%	607
2018 Q4	$3K	Hold	3,000	–	–	﹤0.01%	604
2018 Q3	$4K	Hold	3,000	–	–	﹤0.01%	620
2018 Q2	$5K	Hold	3,000	–	–	﹤0.01%	572
2018 Q1	$4K	Hold	3,000	–	–	﹤0.01%	930
2017 Q4	$5K	Hold	3,000	–	–	﹤0.01%	890
2017 Q3	$6K	Hold	3,000	–	–	﹤0.01%	765
2017 Q2	$4K	Buy	+3,000	New	+$4.24K	﹤0.01%	806

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

First Personal Financial Services's CELH Position: Q3 2024 in Review

First Personal Financial Services reduced its Celsius Holdings (CELH) stake by 0.73% in Q3 2024, selling an estimated $462 and leaving 1,489 shares worth $46.7K. The position accounts for 0.01% of the portfolio, ranked #205.

First Personal Financial Services first reported a position in CELH in Q2 2017 and has held it in 30 quarters since. The position peaked at $124K in Q1 2024. 513 funds tracked by Wall St. Rank hold CELH as of Q3 2024.

First Personal Financial Services held 1,489 shares of Celsius Holdings worth $46.7K as of Q3 2024.
First Personal Financial Services sold 11 Celsius Holdings shares in Q3 2024, an estimated $462.
Celsius Holdings made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #205 holding.
First Personal Financial Services first reported a position in Celsius Holdings in Q2 2017 and has held it in 30 quarters since.
First Personal Financial Services's Celsius Holdings position peaked at $124K in Q1 2024.
513 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.