MWM
CELG

Marietta Wealth Management’s Celgene Corp CELG Stock Holding History

Marietta 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
-3,846
Closed -$382K – 118
2019
Q3 		$382K Hold
3,846
– – 0.14% 101
2019
Q2 		$356K Sell
3,846
-160
-4% -$15.2K 0.14% 102
2019
Q1 		$378K Buy
4,006
+204
+5% +$17.8K 0.16% 97
2018
Q4 		$244K Hold
3,802
– – 0.12% 110
2018
Q3 		$340K Buy
3,802
+356
+10% +$31.5K 0.15% 109
2018
Q2 		$274K Sell
3,446
-262
-7% -$21.8K 0.13% 114
2018
Q1 		$331K Buy
3,708
+14
+0.4% +$1.34K 0.17% 106
2017
Q4 		$386K Sell
3,694
-351
-9% -$39.6K 0.21% 94
2017
Q3 		$590K Sell
4,045
-96
-2% -$13.1K 0.33% 78
2017
Q2 		$538K Buy
4,141
+78
+2% +$9.56K 0.33% 84
2017
Q1 		$506K Sell
4,063
-91
-2% -$10.9K 0.34% 86
2016
Q4 		$481K Buy
+4,154
New +$463K 0.39% 86

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

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

Marietta Wealth Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 3,846 shares — an estimated $382K sold.

Marietta Wealth Management first reported a position in CELG in Q4 2016 and held it in 12 quarters. The position peaked at $590K in Q3 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Marietta Wealth Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Marietta Wealth Management sold 3,846 Celgene Corp shares in Q4 2019, an estimated $382K.
  • Marietta Wealth Management first reported a position in Celgene Corp in Q4 2016 and held it in 12 quarters.
  • Marietta Wealth Management's Celgene Corp position peaked at $590K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Marietta Wealth Management's 13F filing for Q4 2019, filed 7 Feb 2020.