IWA
CELG

Intercontinental Wealth Advisors’s Celgene Corp CELG Stock Holding History

Intercontinental 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
-120
Closed -$12K – 440
2019
Q3 		$12K Hold
120
– – 0.01% 327
2019
Q2 		$11K Hold
120
– – 0.01% 321
2019
Q1 		$11K Sell
120
-168
-58% -$14.7K 0.01% 350
2018
Q4 		$18K Buy
+288
New +$21.3K 0.01% 323

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

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

Intercontinental Wealth Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 120 shares — an estimated $12K sold.

Intercontinental Wealth Advisors first reported a position in CELG in Q4 2018 and held it in 4 quarters. The position peaked at $18K in Q4 2018. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 120 Celgene Corp shares in Q4 2019, an estimated $12K.
  • Intercontinental Wealth Advisors first reported a position in Celgene Corp in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Celgene Corp position peaked at $18K in Q4 2018.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.