FFW
CELG

Fusion Family Wealth’s Celgene Corp CELG Stock Holding History

Fusion Family Wealth’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
-685
Closed -$68K – 146
2019
Q3 		$68K Sell
685
-732
-52% -$69.6K 0.02% 54
2019
Q2 		$131K Buy
1,417
+732
+107% +$69.5K 0.03% 54
2019
Q1 		$65K Sell
685
-732
-52% -$64K 0.02% 59
2018
Q4 		$91K Hold
1,417
– – 0.03% 92
2018
Q3 		$127K Hold
1,417
– – 0.03% 78
2018
Q2 		$113K Hold
1,417
– – 0.03% 88
2018
Q1 		$126K Buy
1,417
+112
+9% +$10.8K 0.04% 72
2017
Q4 		$136K Buy
+1,305
New +$147K 0.03% 85
2017
Q3 		– Sell
-1,050
Closed -$136K – 324
2017
Q2 		$136K Hold
1,050
– – 0.05% 87
2017
Q1 		$131K Sell
1,050
-427
-29% -$51.1K 0.05% 86
2016
Q4 		$173K Buy
+1,477
New +$164K 0.1% 71

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 $8.4B AUM 51.89% 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 $488M AUM 17.59% 1-Year Est. Return

Fusion Family Wealth's CELG Position: Q4 2019 in Review

Fusion Family Wealth sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 685 shares — an estimated $68K sold.

Fusion Family Wealth first reported a position in CELG in Q4 2016 and held it in 11 quarters. The position peaked at $173K in Q4 2016. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Fusion Family Wealth reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 685 Celgene Corp shares in Q4 2019, an estimated $68K.
  • Fusion Family Wealth first reported a position in Celgene Corp in Q4 2016 and held it in 11 quarters.
  • Fusion Family Wealth's Celgene Corp position peaked at $173K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Fusion Family Wealth's 13F filing for Q4 2019, filed 29 Jan 2020.