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ICA Group Wealth Management’s Celsius Holdings CELH Stock Holding History

ICA Group Wealth Management’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
Q2 		$1.14K Hold
20
– – ﹤0.01% 722
2024
Q1 		$1.66K Buy
+20
New +$1.37K ﹤0.01% 1198

Other funds holding CELH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ICA Group Wealth Management's CELH Position: Q2 2024 in Review

ICA Group Wealth Management held its Celsius Holdings (CELH) position steady in Q2 2024 at 20 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

ICA Group Wealth Management first reported a position in CELH in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.66K in Q1 2024. 567 funds tracked by Wall St. Rank hold CELH as of Q2 2024.

  • ICA Group Wealth Management held 20 shares of Celsius Holdings worth $1.14K as of Q2 2024.
  • ICA Group Wealth Management left its Celsius Holdings share count unchanged in Q2 2024.
  • Celsius Holdings made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #722 holding.
  • ICA Group Wealth Management first reported a position in Celsius Holdings in Q1 2024 and has held it in 2 quarters since.
  • ICA Group Wealth Management's Celsius Holdings position peaked at $1.66K in Q1 2024.
  • 567 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.