MCWS
CELU icon

McKinley Carter Wealth Services’s Celularity CELU Stock Holding History

McKinley Carter Wealth Services’s Portfolio CELU Stock Details CELU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,344
Closed -$54K – 290
2022
Q3 		$54K Buy
+2,344
New +$71.1K 0.01% 282

Other funds holding CELU

SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
CVSC
C.V. Starr & Co New York $192M AUM 35.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

McKinley Carter Wealth Services's CELU Position: Q4 2022 in Review

McKinley Carter Wealth Services sold out of Celularity (CELU) in Q4 2022, closing a stake of 2,344 shares — an estimated $54K sold.

McKinley Carter Wealth Services first reported a position in CELU in Q3 2022 and held it in 1 quarter. The position peaked at $54K in Q3 2022. 73 funds tracked by Wall St. Rank hold CELU as of Q4 2022.

  • McKinley Carter Wealth Services reported no remaining Celularity position as of Q4 2022 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 2,344 Celularity shares in Q4 2022, an estimated $54K.
  • McKinley Carter Wealth Services first reported a position in Celularity in Q3 2022 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Celularity position peaked at $54K in Q3 2022.
  • 73 funds tracked by Wall St. Rank held Celularity as of Q4 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2022, filed 8 Feb 2023.