HWA
CELG

HCR Wealth Advisors’s Celgene Corp CELG Stock Holding History

HCR 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
Q2 		– Sell
-9,466
Closed -$1.16M – 193
2019
Q1 		$1.16M Buy
9,466
+162
+2% +$14.2K 0.33% 60
2018
Q4 		$596K Sell
9,304
-2,645
-22% -$195K 0.19% 90
2018
Q3 		$960K Buy
11,949
+824
+7% +$72.8K 0.31% 75
2018
Q2 		$893K Sell
11,125
-628
-5% -$52.1K 0.29% 79
2018
Q1 		$1.05M Sell
11,753
-795
-6% -$76.3K 0.36% 68
2017
Q4 		$1.1M Buy
12,548
+2,113
+20% +$238K 0.38% 61
2017
Q3 		$1.52M Buy
10,435
+663
+7% +$90.3K 0.64% 38
2017
Q2 		$1.2M Sell
9,772
-2,184
-18% -$268K 0.59% 40
2017
Q1 		$801K Buy
11,956
+327
+3% +$39.1K 0.41% 60
2016
Q4 		$767K Buy
+11,629
New +$1.3M 0.41% 59

Other funds holding CELG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

HCR Wealth Advisors's CELG Position: Q2 2019 in Review

HCR Wealth Advisors sold out of Celgene Corp (CELG) in Q2 2019, closing a stake of 9,466 shares — an estimated $1.16M sold.

HCR Wealth Advisors first reported a position in CELG in Q4 2016 and held it in 10 quarters. The position peaked at $1.52M in Q3 2017. 1,287 funds tracked by Wall St. Rank hold CELG as of Q2 2019.

  • HCR Wealth Advisors reported no remaining Celgene Corp position as of Q2 2019 after selling out during the quarter.
  • HCR Wealth Advisors sold 9,466 Celgene Corp shares in Q2 2019, an estimated $1.16M.
  • HCR Wealth Advisors first reported a position in Celgene Corp in Q4 2016 and held it in 10 quarters.
  • HCR Wealth Advisors's Celgene Corp position peaked at $1.52M in Q3 2017.
  • 1,287 funds tracked by Wall St. Rank held Celgene Corp as of Q2 2019.

Based on HCR Wealth Advisors's 13F filing for Q2 2019, filed 25 Jul 2019.