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Kelly Financial Services’s Celsius Holdings CELH Stock Holding History

Kelly Financial Services’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
-15
Closed -$875 – 216
2024
Q2 		$875 Hold
15
– – ﹤0.01% 664
2024
Q1 		$1.27K Hold
15
– – ﹤0.01% 652
2023
Q4 		$836 Buy
+15
New +$801 ﹤0.01% 667

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

Kelly Financial Services's CELH Position: Q3 2024 in Review

Kelly Financial Services sold out of Celsius Holdings (CELH) in Q3 2024, closing a stake of 15 shares — an estimated $875 sold.

Kelly Financial Services first reported a position in CELH in Q4 2023 and held it in 3 quarters. The position peaked at $1.27K in Q1 2024. 513 funds tracked by Wall St. Rank hold CELH as of Q3 2024.

  • Kelly Financial Services reported no remaining Celsius Holdings position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 15 Celsius Holdings shares in Q3 2024, an estimated $875.
  • Kelly Financial Services first reported a position in Celsius Holdings in Q4 2023 and held it in 3 quarters.
  • Kelly Financial Services's Celsius Holdings position peaked at $1.27K in Q1 2024.
  • 513 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.