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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Celestica CLS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio CLS Stock Details CLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-170
Closed -$15.7K – 489
2024
Q4 		$15.7K Hold
170
– – 0.01% 346
2024
Q3 		$8.69K Hold
170
– – ﹤0.01% 304
2024
Q2 		$9.75K Buy
+170
New +$8.57K 0.01% 284

Other funds holding CLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CLS Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Celestica (CLS) in Q1 2025, closing a stake of 170 shares — an estimated $15.7K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CLS in Q2 2024 and held it in 3 quarters. The position peaked at $15.7K in Q4 2024. 490 funds tracked by Wall St. Rank hold CLS as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Celestica position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 170 Celestica shares in Q1 2025, an estimated $15.7K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Celestica in Q2 2024 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Celestica position peaked at $15.7K in Q4 2024.
  • 490 funds tracked by Wall St. Rank held Celestica as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.