GIA
SGEN

Gladstone Institutional Advisory’s Seagen Inc. Common Stock SGEN Stock Holding History

Gladstone Institutional Advisory’s Portfolio SGEN Stock Details SGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,163
Closed -$671K – 704
2023
Q3 		$671K Buy
3,163
+17
+0.5% +$3.4K 0.04% 341
2023
Q2 		$605K Buy
+3,146
New +$625K 0.04% 368
2022
Q4 		– Sell
-4,716
Closed -$645K – 700
2022
Q3 		$645K Buy
4,716
+1,350
+40% +$220K 0.05% 344
2022
Q2 		$596K Buy
+3,366
New +$485K 0.05% 372

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $247M AUM 21.93% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Gladstone Institutional Advisory's SGEN Position: Q4 2023 in Review

Gladstone Institutional Advisory sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 3,163 shares — an estimated $671K sold.

Gladstone Institutional Advisory first reported a position in SGEN in Q2 2022 and held it in 4 quarters. The position peaked at $671K in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • Gladstone Institutional Advisory reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,163 Seagen Inc. Common Stock shares in Q4 2023, an estimated $671K.
  • Gladstone Institutional Advisory first reported a position in Seagen Inc. Common Stock in Q2 2022 and held it in 4 quarters.
  • Gladstone Institutional Advisory's Seagen Inc. Common Stock position peaked at $671K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2023, filed 9 Feb 2024.