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Householder Group Estate & Retirement Specialist’s Celsius Holdings CELH Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$9K Sell
364
-3,924
-92% -$116K 0.01% 369
2024
Q3 		$134K Sell
4,288
-306
-7% -$12.8K 0.04% 311
2024
Q2 		$262K Buy
4,594
+57
+1% +$4.31K 0.07% 207
2024
Q1 		$376K Buy
4,537
+10
+0.2% +$686 0.11% 163
2023
Q4 		$246K Buy
+4,527
New +$242K 0.08% 211

Other funds holding CELH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CELH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Celsius Holdings (CELH) stake by 92% in Q4 2024, selling an estimated $116K and leaving 364 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #369.

Householder Group Estate & Retirement Specialist first reported a position in CELH in Q4 2023 and has held it in 5 quarters since. The position peaked at $376K in Q1 2024. 454 funds tracked by Wall St. Rank hold CELH as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 364 shares of Celsius Holdings worth $9K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 3,924 Celsius Holdings shares in Q4 2024, an estimated $116K.
  • Celsius Holdings made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #369 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Celsius Holdings in Q4 2023 and has held it in 5 quarters since.
  • Householder Group Estate & Retirement Specialist's Celsius Holdings position peaked at $376K in Q1 2024.
  • 454 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.