Oliver Lagore Vanvalin Investment Group’s Celsius Holdings CELH Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio CELH Stock Details CELH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$8.69K	Sell	330 -29,764	-99%	-$883K	﹤0.01%	464
2024 Q3	$944K	Buy	30,094 +13,161	+78%	+$553K	0.25%	74
2024 Q2	$967K	Buy	16,933 +3,500	+26%	+$265K	0.28%	65
2024 Q1	$1.11M	Sell	13,433 -368	-3%	-$25.2K	0.33%	60
2023 Q4	$752K	Buy	13,801 +6,184	+81%	+$330K	0.28%	61
2023 Q3	$436K	Buy	7,617 +1,542	+25%	+$86.7K	0.17%	91
2023 Q2	$302K	Buy	+6,075	New	+$242K	0.11%	113
2022 Q4	–	Sell	-9	Closed	–	–	684
2022 Q3	$0	Hold	9	–	–	﹤0.01%	648
2022 Q2	$0	Buy	+9	New	+$174	﹤0.01%	626

Other funds holding CELH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's CELH Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group reduced its Celsius Holdings (CELH) stake by 99% in Q4 2024, selling an estimated $883K and leaving 330 shares worth $8.69K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Oliver Lagore Vanvalin Investment Group first reported a position in CELH in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.11M in Q1 2024. 454 funds tracked by Wall St. Rank hold CELH as of Q4 2024.

Oliver Lagore Vanvalin Investment Group held 330 shares of Celsius Holdings worth $8.69K as of Q4 2024.
Oliver Lagore Vanvalin Investment Group sold 29,764 Celsius Holdings shares in Q4 2024, an estimated $883K.
Celsius Holdings made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #464 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Celsius Holdings in Q2 2022 and has held it in 9 quarters since.
Oliver Lagore Vanvalin Investment Group's Celsius Holdings position peaked at $1.11M in Q1 2024.
454 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.