KWM
SGEN

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

Keebeck 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
-8,550
Closed -$1.81M – 285
2023
Q3 		$1.81M Buy
+8,550
New +$1.71M 0.32% 84
2021
Q3 		– Sell
-1,500
Closed -$237K – 249
2021
Q2 		$237K Hold
1,500
– – 0.03% 221
2021
Q1 		$208K Sell
1,500
-375
-20% -$60.4K 0.03% 223
2020
Q4 		$328K Buy
1,875
+375
+25% +$69.9K 0.06% 173
2020
Q3 		$293K Sell
1,500
-2,000
-57% -$335K 0.06% 160
2020
Q2 		$594K Buy
+3,500
New +$522K 0.19% 103

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 $180M AUM 39.51% 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

Keebeck Wealth Management's SGEN Position: Q4 2023 in Review

Keebeck Wealth Management sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 8,550 shares — an estimated $1.81M sold.

Keebeck Wealth Management first reported a position in SGEN in Q2 2020 and held it in 6 quarters. The position peaked at $1.81M in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • Keebeck Wealth Management reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Keebeck Wealth Management sold 8,550 Seagen Inc. Common Stock shares in Q4 2023, an estimated $1.81M.
  • Keebeck Wealth Management first reported a position in Seagen Inc. Common Stock in Q2 2020 and held it in 6 quarters.
  • Keebeck Wealth Management's Seagen Inc. Common Stock position peaked at $1.81M in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Keebeck Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.