FMWA
CELG

Forvis Mazars Wealth Advisors’s Celgene Corp CELG Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio CELG Stock Details CELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,626
Closed -$360K – 296
2019
Q3 		$360K Sell
3,626
-782
-18% -$74.3K 0.03% 209
2019
Q2 		$407K Sell
4,408
-116
-3% -$11K 0.03% 183
2019
Q1 		$427K Buy
4,524
+336
+8% +$29.4K 0.04% 179
2018
Q4 		$268K Buy
4,188
+658
+19% +$48.6K 0.03% 191
2018
Q3 		$316K Sell
3,530
-188
-5% -$16.6K 0.03% 189
2018
Q2 		$295K Buy
3,718
+8
+0.2% +$664 0.03% 197
2018
Q1 		$331K Buy
3,710
+226
+6% +$21.7K 0.03% 187
2017
Q4 		$364K Sell
3,484
-418
-11% -$47.2K 0.04% 181
2017
Q3 		$569K Sell
3,902
-19
-0.5% -$2.59K 0.06% 126
2017
Q2 		$509K Buy
3,921
+104
+3% +$12.7K 0.06% 136
2017
Q1 		$475K Buy
3,817
+133
+4% +$15.9K 0.06% 128
2016
Q4 		$426K Buy
3,684
+141
+4% +$15.7K 0.06% 132
2016
Q3 		$370K Buy
3,543
+445
+14% +$48.2K 0.05% 130
2016
Q2 		$306K Buy
3,098
+3
+0.1% +$310 0.05% 139
2016
Q1 		$310K Sell
3,095
-1,155
-27% -$119K 0.05% 138
2015
Q4 		$509K Sell
4,250
-248
-6% -$28.7K 0.08% 109
2015
Q3 		$487K Buy
4,498
+355
+9% +$44.1K 0.09% 107
2015
Q2 		$479K Sell
4,143
-2
-0% -$229 0.07% 112
2015
Q1 		$478K Buy
4,145
+73
+2% +$8.72K 0.07% 112
2014
Q4 		$455K Buy
+4,072
New +$429K 0.07% 102

Other funds holding CELG

FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
PCMC
Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Forvis Mazars Wealth Advisors's CELG Position: Q4 2019 in Review

Forvis Mazars Wealth Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 3,626 shares — an estimated $360K sold.

Forvis Mazars Wealth Advisors first reported a position in CELG in Q4 2014 and held it in 20 quarters. The position peaked at $569K in Q3 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Forvis Mazars Wealth Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 3,626 Celgene Corp shares in Q4 2019, an estimated $360K.
  • Forvis Mazars Wealth Advisors first reported a position in Celgene Corp in Q4 2014 and held it in 20 quarters.
  • Forvis Mazars Wealth Advisors's Celgene Corp position peaked at $569K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2019, filed 13 Jan 2020.