LWMG
SGEN

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

Levy Wealth Management Group’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
-2,675
Closed -$568K – 111
2023
Q3 		$568K Hold
2,675
– – 0.18% 50
2023
Q2 		$515K Buy
2,675
+245
+10% +$48.7K 0.15% 52
2023
Q1 		$492K Hold
2,430
– – 0.15% 55
2022
Q4 		$312K Hold
2,430
– – 0.1% 69
2022
Q3 		$332K Hold
2,430
– – 0.14% 51
2022
Q2 		$430K Hold
2,430
– – 0.2% 45
2022
Q1 		$350K Hold
2,430
– – 0.15% 45
2021
Q4 		$376K Hold
2,430
– – 0.17% 47
2021
Q3 		$413K Sell
2,430
-30
-1% -$4.67K 0.23% 43
2021
Q2 		$388K Hold
2,460
– – 0.22% 42
2021
Q1 		$342K Hold
2,460
– – 0.22% 39
2020
Q4 		$431K Buy
+2,460
New +$459K 0.31% 36

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.02B AUM 16.73% 1-Year Est. Return
IA
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