PWMAI
CELG.RT

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Bristol-Myers Squibb Rights CELG.RT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio CELG.RT Stock Details CELG.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12
Closed – – 545
2025
Q2 		$0 Buy
+12
New – ﹤0.01% 503

Other funds holding CELG.RT

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCA
Purkiss Capital Advisors Ridgefield, Connecticut $263M AUM 29.59% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
WGC
Watts Gwilliam & Co Gilbert, Arizona $620M AUM 32.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CELG.RT Position: Q3 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Bristol-Myers Squibb Rights (CELG.RT) in Q3 2025, closing a stake of 12 shares.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CELG.RT in Q2 2025 and held it in 1 quarter. The position peaked at $0 in Q2 2025. 22 funds tracked by Wall St. Rank hold CELG.RT as of Q3 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Bristol-Myers Squibb Rights position as of Q3 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 12 Bristol-Myers Squibb Rights shares in Q3 2025.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Bristol-Myers Squibb Rights in Q2 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Bristol-Myers Squibb Rights position peaked at $0 in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Bristol-Myers Squibb Rights as of Q3 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2025, filed 7 Aug 2026.