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LGT Financial Advisors’s Celsius Holdings CELH Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-384
Closed -$10.1K – 372
2024
Q4 		$10.1K Hold
384
– – 0.02% 430
2024
Q3 		$12K Hold
384
– – 0.03% 379
2024
Q2 		$21.9K Hold
384
– – 0.05% 283
2024
Q1 		$31.8K Hold
384
– – 0.04% 279
2023
Q4 		$20.9K Hold
384
– – 0.03% 343
2023
Q3 		$22K Buy
+384
New +$21.6K 0.03% 320

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

LGT Financial Advisors's CELH Position: Q1 2025 in Review

LGT Financial Advisors sold out of Celsius Holdings (CELH) in Q1 2025, closing a stake of 384 shares — an estimated $10.1K sold.

LGT Financial Advisors first reported a position in CELH in Q3 2023 and held it in 6 quarters. The position peaked at $31.8K in Q1 2024. 483 funds tracked by Wall St. Rank hold CELH as of Q1 2025.

  • LGT Financial Advisors reported no remaining Celsius Holdings position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 384 Celsius Holdings shares in Q1 2025, an estimated $10.1K.
  • LGT Financial Advisors first reported a position in Celsius Holdings in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Celsius Holdings position peaked at $31.8K in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.