HCR Wealth Advisors’s Celularity CELU Stock Holding History

HCR Wealth Advisors’s Portfolio CELU Stock Details CELU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,200	Closed	-$15.5K	–	177
2022 Q4	$15.5K	Buy	+1,200	New	+$22.1K	﹤0.01%	176

Other funds holding CELU

SIC

Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return

CVSC

C.V. Starr & Co New York $192M AUM 35.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HCR Wealth Advisors's CELU Position: Q1 2023 in Review

HCR Wealth Advisors sold out of Celularity (CELU) in Q1 2023, closing a stake of 1,200 shares — an estimated $15.5K sold.

HCR Wealth Advisors first reported a position in CELU in Q4 2022 and held it in 1 quarter. The position peaked at $15.5K in Q4 2022. 61 funds tracked by Wall St. Rank hold CELU as of Q1 2023.

HCR Wealth Advisors reported no remaining Celularity position as of Q1 2023 after selling out during the quarter.
HCR Wealth Advisors sold 1,200 Celularity shares in Q1 2023, an estimated $15.5K.
HCR Wealth Advisors first reported a position in Celularity in Q4 2022 and held it in 1 quarter.
HCR Wealth Advisors's Celularity position peaked at $15.5K in Q4 2022.
61 funds tracked by Wall St. Rank held Celularity as of Q1 2023.

Based on HCR Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.