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Freedom Wealth Alliance’s Celcuity CELC Stock Holding History

Freedom Wealth Alliance’s Portfolio CELC Stock Details CELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,650
Closed -$23.1K – 129
2022
Q4 		$23.1K Buy
+1,650
New +$16.9K 0.03% 183

Other funds holding CELC

VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
CC
Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return

Freedom Wealth Alliance's CELC Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Celcuity (CELC) in Q1 2023, closing a stake of 1,650 shares — an estimated $23.1K sold.

Freedom Wealth Alliance first reported a position in CELC in Q4 2022 and held it in 1 quarter. The position peaked at $23.1K in Q4 2022. 40 funds tracked by Wall St. Rank hold CELC as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Celcuity position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 1,650 Celcuity shares in Q1 2023, an estimated $23.1K.
  • Freedom Wealth Alliance first reported a position in Celcuity in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Celcuity position peaked at $23.1K in Q4 2022.
  • 40 funds tracked by Wall St. Rank held Celcuity as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.