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Global Wealth Strategies & Associates’s Celsius Holdings CELH Stock Holding History

Global Wealth Strategies & Associates’s Portfolio CELH Stock Details CELH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-675
Closed -$38.6K – 341
2023
Q3 		$38.6K Buy
+675
New +$38K 0.02% 90

Other funds holding CELH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Global Wealth Strategies & Associates's CELH Position: Q4 2023 in Review

Global Wealth Strategies & Associates sold out of Celsius Holdings (CELH) in Q4 2023, closing a stake of 675 shares — an estimated $38.6K sold.

Global Wealth Strategies & Associates first reported a position in CELH in Q3 2023 and held it in 1 quarter. The position peaked at $38.6K in Q3 2023. 523 funds tracked by Wall St. Rank hold CELH as of Q4 2023.

  • Global Wealth Strategies & Associates reported no remaining Celsius Holdings position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 675 Celsius Holdings shares in Q4 2023, an estimated $38.6K.
  • Global Wealth Strategies & Associates first reported a position in Celsius Holdings in Q3 2023 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Celsius Holdings position peaked at $38.6K in Q3 2023.
  • 523 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2023, filed 2 Jan 2024.