Lee Financial’s Celsius Holdings CELH Stock Holding History

Lee Financial’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 Q1	–	Sell	-36	Closed	-$1.96K	–	263
2023 Q4	$1.96K	Buy	+36	New	+$1.92K	﹤0.01%	750

Other funds holding CELH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lee Financial's CELH Position: Q1 2024 in Review

Lee Financial sold out of Celsius Holdings (CELH) in Q1 2024, closing a stake of 36 shares — an estimated $1.96K sold.

Lee Financial first reported a position in CELH in Q4 2023 and held it in 1 quarter. The position peaked at $1.96K in Q4 2023. 599 funds tracked by Wall St. Rank hold CELH as of Q1 2024.

Lee Financial reported no remaining Celsius Holdings position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 36 Celsius Holdings shares in Q1 2024, an estimated $1.96K.
Lee Financial first reported a position in Celsius Holdings in Q4 2023 and held it in 1 quarter.
Lee Financial's Celsius Holdings position peaked at $1.96K in Q4 2023.
599 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.