KMWM
CELG

Keudell/Morrison Wealth Management’s Celgene Corp CELG Stock Holding History

Keudell/Morrison Wealth Management’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
-5,739
Closed -$570K – 159
2019
Q3 		$570K Hold
5,739
– – 0.47% 69
2019
Q2 		$539K Sell
5,739
-955
-14% -$90.7K 0.47% 69
2019
Q1 		$632K Buy
+6,694
New +$585K 0.56% 63

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

Keudell/Morrison Wealth Management's CELG Position: Q4 2019 in Review

Keudell/Morrison Wealth Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 5,739 shares — an estimated $570K sold.

Keudell/Morrison Wealth Management first reported a position in CELG in Q1 2019 and held it in 3 quarters. The position peaked at $632K in Q1 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Keudell/Morrison Wealth Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 5,739 Celgene Corp shares in Q4 2019, an estimated $570K.
  • Keudell/Morrison Wealth Management first reported a position in Celgene Corp in Q1 2019 and held it in 3 quarters.
  • Keudell/Morrison Wealth Management's Celgene Corp position peaked at $632K in Q1 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Keudell/Morrison Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.