LWM
CELG

Liberty Wealth Management’s Celgene Corp CELG Stock Holding History

Liberty Wealth Management’s Portfolio CELG Stock Details CELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-82
Closed -$8K – 986
2019
Q3 		$8K Sell
82
-212
-72% -$20.1K 0.01% 570
2019
Q2 		$27K Buy
294
+200
+213% +$19K 0.02% 358
2019
Q1 		$8K Sell
94
-369
-80% -$32.3K 0.01% 485
2018
Q4 		$29K Buy
+463
New +$34.2K 0.02% 278

Other funds holding CELG

FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
PCMC
Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Liberty Wealth Management's CELG Position: Q4 2019 in Review

Liberty Wealth Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 82 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in CELG in Q4 2018 and held it in 4 quarters. The position peaked at $29K in Q4 2018. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Liberty Wealth Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 82 Celgene Corp shares in Q4 2019, an estimated $8K.
  • Liberty Wealth Management first reported a position in Celgene Corp in Q4 2018 and held it in 4 quarters.
  • Liberty Wealth Management's Celgene Corp position peaked at $29K in Q4 2018.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Liberty Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.