Lake Street Private Wealth’s Seagen Inc. Common Stock SGEN Stock Holding History

Lake Street Private Wealth’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	-3,545	Closed	-$752K	–	319
2023 Q3	$752K	Hold	3,545	–	–	0.14%	149
2023 Q2	$682K	Buy	3,545 +1,185	+50%	+$235K	0.12%	160
2023 Q1	$478K	Buy	+2,360	New	+$379K	0.09%	183

Other funds holding SGEN

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

FBC

Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return

VWA

Valued Wealth Advisors Holladay, Utah $247M AUM 21.93% 1-Year Est. Return

SAG

Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Lake Street Private Wealth's SGEN Position: Q4 2023 in Review

Lake Street Private Wealth sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 3,545 shares — an estimated $752K sold.

Lake Street Private Wealth first reported a position in SGEN in Q1 2023 and held it in 3 quarters. The position peaked at $752K in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

Lake Street Private Wealth reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Lake Street Private Wealth sold 3,545 Seagen Inc. Common Stock shares in Q4 2023, an estimated $752K.
Lake Street Private Wealth first reported a position in Seagen Inc. Common Stock in Q1 2023 and held it in 3 quarters.
Lake Street Private Wealth's Seagen Inc. Common Stock position peaked at $752K in Q3 2023.
6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Lake Street Private Wealth's 13F filing for Q4 2023, filed 10 Jan 2024.