HWA
CELG

Heritage Wealth Advisors’s Celgene Corp CELG Stock Holding History

Heritage 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
Q4 		– Sell
-206
Closed -$20K – 734
2019
Q3 		$20K Hold
206
– – ﹤0.01% 352
2019
Q2 		$19K Hold
206
– – ﹤0.01% 339
2019
Q1 		$19.4K Hold
206
– – ﹤0.01% 310
2018
Q4 		$13K Hold
206
– – ﹤0.01% 295
2018
Q3 		$18K Buy
+206
New +$18.2K ﹤0.01% 270

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 $6.11B AUM 33.56% 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 $420M AUM 14.29% 1-Year Est. Return

Heritage Wealth Advisors's CELG Position: Q4 2019 in Review

Heritage Wealth Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 206 shares — an estimated $20K sold.

Heritage Wealth Advisors first reported a position in CELG in Q3 2018 and held it in 5 quarters. The position peaked at $20K in Q3 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Heritage Wealth Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 206 Celgene Corp shares in Q4 2019, an estimated $20K.
  • Heritage Wealth Advisors first reported a position in Celgene Corp in Q3 2018 and held it in 5 quarters.
  • Heritage Wealth Advisors's Celgene Corp position peaked at $20K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Heritage Wealth Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.