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Investment Research & Advisory Group’s Celsius Holdings CELH Stock Holding History

Investment Research & Advisory Group’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
Q3 		– Sell
-7
Closed -$400 – 210
2024
Q2 		$400 Hold
7
– – ﹤0.01% 199
2024
Q1 		$580 Hold
7
– – ﹤0.01% 198
2023
Q4 		$382 Buy
7
+4
+133% +$213 ﹤0.01% 205
2023
Q3 		$172 Hold
3
– – ﹤0.01% 207
2023
Q2 		$149 Hold
3
– – ﹤0.01% 212
2023
Q1 		$93 Buy
+3
New +$95 ﹤0.01% 194

Other funds holding CELH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Investment Research & Advisory Group's CELH Position: Q3 2024 in Review

Investment Research & Advisory Group sold out of Celsius Holdings (CELH) in Q3 2024, closing a stake of 7 shares — an estimated $400 sold.

Investment Research & Advisory Group first reported a position in CELH in Q1 2023 and held it in 6 quarters. The position peaked at $580 in Q1 2024. 513 funds tracked by Wall St. Rank hold CELH as of Q3 2024.

  • Investment Research & Advisory Group reported no remaining Celsius Holdings position as of Q3 2024 after selling out during the quarter.
  • Investment Research & Advisory Group sold 7 Celsius Holdings shares in Q3 2024, an estimated $400.
  • Investment Research & Advisory Group first reported a position in Celsius Holdings in Q1 2023 and held it in 6 quarters.
  • Investment Research & Advisory Group's Celsius Holdings position peaked at $580 in Q1 2024.
  • 513 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2024.

Based on Investment Research & Advisory Group's 13F filing for Q3 2024, filed 23 Oct 2024.