IWM
CELG

IHT Wealth Management’s Celgene Corp CELG Stock Holding History

IHT Wealth Management’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
-3,179
Closed -$316K – 663
2019
Q3 		$316K Sell
3,179
-2,243
-41% -$213K 0.04% 416
2019
Q2 		$501K Sell
5,422
-995
-16% -$94.5K 0.07% 284
2019
Q1 		$605K Sell
6,417
-7,265
-53% -$635K 0.1% 236
2018
Q4 		$877K Buy
13,682
+7,593
+125% +$560K 0.17% 146
2018
Q3 		$545K Sell
6,089
-122
-2% -$10.8K 0.12% 219
2018
Q2 		$493K Buy
6,211
+1,212
+24% +$101K 0.13% 205
2018
Q1 		$435K Buy
4,999
+1,010
+25% +$97K 0.12% 209
2017
Q4 		$416K Buy
3,989
+428
+12% +$48.3K 0.11% 227
2017
Q3 		$496K Sell
3,561
-827
-19% -$113K 0.21% 118
2017
Q2 		$26 Buy
4,388
+131
+3% +$16.1K 0.01% 707
2017
Q1 		$529K Buy
4,257
+948
+29% +$113K 0.35% 68
2016
Q4 		$393K Buy
+3,309
New +$369K 0.3% 85

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

IHT Wealth Management's CELG Position: Q4 2019 in Review

IHT Wealth Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 3,179 shares — an estimated $316K sold.

IHT Wealth Management first reported a position in CELG in Q4 2016 and held it in 12 quarters. The position peaked at $877K in Q4 2018. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • IHT Wealth Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • IHT Wealth Management sold 3,179 Celgene Corp shares in Q4 2019, an estimated $316K.
  • IHT Wealth Management first reported a position in Celgene Corp in Q4 2016 and held it in 12 quarters.
  • IHT Wealth Management's Celgene Corp position peaked at $877K in Q4 2018.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on IHT Wealth Management's 13F filing for Q4 2019, filed 18 Feb 2020.