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Nelson Capital Management’s Celcuity CELC Stock Holding History

Nelson Capital Management’s Portfolio CELC Stock Details CELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,141
Closed -$19K – 130
2019
Q3 		$19K Sell
1,141
-4,109
-78% -$81.1K ﹤0.01% 211
2019
Q2 		$131K Hold
5,250
– – 0.03% 109
2019
Q1 		$115K Buy
+5,250
New +$115K 0.03% 101

Other funds holding CELC

FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Nelson Capital Management's CELC Position: Q4 2019 in Review

Nelson Capital Management sold out of Celcuity (CELC) in Q4 2019, closing a stake of 1,141 shares — an estimated $19K sold.

Nelson Capital Management first reported a position in CELC in Q1 2019 and held it in 3 quarters. The position peaked at $131K in Q2 2019. 46 funds tracked by Wall St. Rank hold CELC as of Q4 2019.

  • Nelson Capital Management reported no remaining Celcuity position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 1,141 Celcuity shares in Q4 2019, an estimated $19K.
  • Nelson Capital Management first reported a position in Celcuity in Q1 2019 and held it in 3 quarters.
  • Nelson Capital Management's Celcuity position peaked at $131K in Q2 2019.
  • 46 funds tracked by Wall St. Rank held Celcuity as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.