IFWM
SGEN

Institute for Wealth Management’s Seagen Inc. Common Stock SGEN Stock Holding History

Institute for Wealth Management’s Portfolio SGEN Stock Details SGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,980
Closed -$632K – 496
2023
Q3 		$632K Hold
2,980
– – 0.11% 214
2023
Q2 		$574K Sell
2,980
-63
-2% -$12.5K 0.1% 232
2023
Q1 		$616K Hold
3,043
– – 0.12% 225
2022
Q4 		$391K Sell
3,043
-26
-0.8% -$3.36K 0.08% 305
2022
Q3 		$420K Sell
3,069
-30
-1% -$4.89K 0.09% 272
2022
Q2 		$548K Hold
3,099
– – 0.11% 254
2022
Q1 		$446K Sell
3,099
-300
-9% -$40.6K 0.07% 319
2021
Q4 		$525K Hold
3,399
– – 0.09% 275
2021
Q3 		$577K Hold
3,399
– – 0.1% 245
2021
Q2 		$537K Sell
3,399
-15
-0.4% -$2.23K 0.09% 261
2021
Q1 		$474K Hold
3,414
– – 0.09% 278
2020
Q4 		$598K Buy
+3,414
New +$637K 0.12% 208
2020
Q3 		– Sell
-2,866
Closed -$487K – 451
2020
Q2 		$487K Buy
2,866
+176
+7% +$26.3K 0.12% 235
2020
Q1 		$310K Hold
2,690
– – 0.1% 276
2019
Q4 		$307K Hold
2,690
– – 0.07% 342
2019
Q3 		$230K Buy
+2,690
New +$197K 0.06% 374

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Institute for Wealth Management's SGEN Position: Q4 2023 in Review

Institute for Wealth Management sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 2,980 shares — an estimated $632K sold.

Institute for Wealth Management first reported a position in SGEN in Q3 2019 and held it in 16 quarters. The position peaked at $632K in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • Institute for Wealth Management reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Institute for Wealth Management sold 2,980 Seagen Inc. Common Stock shares in Q4 2023, an estimated $632K.
  • Institute for Wealth Management first reported a position in Seagen Inc. Common Stock in Q3 2019 and held it in 16 quarters.
  • Institute for Wealth Management's Seagen Inc. Common Stock position peaked at $632K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Institute for Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.