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 $1.54B AUM 16.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Levy Wealth Management Group's SGEN Position: Q4 2023 in Review

Levy Wealth Management Group sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 2,675 shares — an estimated $568K sold.

Levy Wealth Management Group first reported a position in SGEN in Q4 2020 and held it in 12 quarters. The position peaked at $568K in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • Levy Wealth Management Group reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Levy Wealth Management Group sold 2,675 Seagen Inc. Common Stock shares in Q4 2023, an estimated $568K.
  • Levy Wealth Management Group first reported a position in Seagen Inc. Common Stock in Q4 2020 and held it in 12 quarters.
  • Levy Wealth Management Group's Seagen Inc. Common Stock position peaked at $568K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Levy Wealth Management Group's 13F filing for Q4 2023, filed 23 Jan 2024.