National Wealth Management Group’s Seagen Inc. Common Stock SGEN Stock Holding History

National Wealth Management Group’s Portfolio SGEN Stock Details SGEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,021	Closed	-$429K	–	164
2023 Q3	$429K	Buy	+2,021	New	+$404K	0.47%	70
2023 Q2	–	Sell	-2,414	Closed	-$480K	–	179
2023 Q1	$480K	Buy	+2,414	New	+$387K	0.55%	47

Other funds holding SGEN

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

FBC

Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return

VWA

Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

SAG

Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

National Wealth Management Group's SGEN Position: Q4 2023 in Review

National Wealth Management Group sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 2,021 shares — an estimated $429K sold.

National Wealth Management Group first reported a position in SGEN in Q1 2023 and held it in 2 quarters. The position peaked at $480K in Q1 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

National Wealth Management Group reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
National Wealth Management Group sold 2,021 Seagen Inc. Common Stock shares in Q4 2023, an estimated $429K.
National Wealth Management Group first reported a position in Seagen Inc. Common Stock in Q1 2023 and held it in 2 quarters.
National Wealth Management Group's Seagen Inc. Common Stock position peaked at $480K in Q1 2023.
6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on National Wealth Management Group's 13F filing for Q4 2023, filed 1 Feb 2024.