MWM
CELG

Meridian Wealth Management’s Celgene Corp CELG Stock Holding History

Meridian 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
-6,895
Closed -$685K – 226
2019
Q3 		$685K Sell
6,895
-35
-0.5% -$3.33K 0.32% 60
2019
Q2 		$6.41K Sell
6,930
-4,886
-41% -$464K 0.26% 61
2019
Q1 		$1.11M Sell
11,816
-1,827
-13% -$160K 0.51% 38
2018
Q4 		$874K Buy
13,643
+1,810
+15% +$134K 0.51% 43
2018
Q3 		$1.06M Buy
11,833
+2,673
+29% +$236K 0.46% 40
2018
Q2 		$727K Sell
9,160
-133
-1% -$11K 0.34% 54
2018
Q1 		$829K Sell
9,293
-1,070
-10% -$103K 0.41% 48
2017
Q4 		$1.49M Hold
10,363
– – 0.92% 22
2017
Q3 		$1.51M Buy
10,363
+2,967
+40% +$404K 0.96% 22
2017
Q2 		$961K Buy
7,396
+1,125
+18% +$138K 0.61% 27
2017
Q1 		$780K Buy
+6,271
New +$750K 0.47% 49

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

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

Meridian Wealth Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 6,895 shares — an estimated $685K sold.

Meridian Wealth Management first reported a position in CELG in Q1 2017 and held it in 11 quarters. The position peaked at $1.51M in Q3 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Meridian Wealth Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 6,895 Celgene Corp shares in Q4 2019, an estimated $685K.
  • Meridian Wealth Management first reported a position in Celgene Corp in Q1 2017 and held it in 11 quarters.
  • Meridian Wealth Management's Celgene Corp position peaked at $1.51M in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Meridian Wealth Management's 13F filing for Q4 2019, filed 9 Jan 2020.