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Optimum Investment Advisors’s Celsius Holdings CELH Stock Holding History

Optimum Investment Advisors’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
2023
Q1 		– Sell
-360
Closed -$12.5K – 749
2022
Q4 		$12.5K Buy
+360
New +$11.7K 0.01% 546
2020
Q1 		– Sell
-12,000
Closed -$19K – 876
2019
Q4 		$19K Buy
+12,000
New +$15.9K 0.01% 678

Other funds holding CELH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Optimum Investment Advisors's CELH Position: Q1 2023 in Review

Optimum Investment Advisors sold out of Celsius Holdings (CELH) in Q1 2023, closing a stake of 360 shares — an estimated $12.5K sold.

Optimum Investment Advisors first reported a position in CELH in Q4 2019 and held it in 2 quarters. The position peaked at $19K in Q4 2019. 311 funds tracked by Wall St. Rank hold CELH as of Q1 2023.

  • Optimum Investment Advisors reported no remaining Celsius Holdings position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 360 Celsius Holdings shares in Q1 2023, an estimated $12.5K.
  • Optimum Investment Advisors first reported a position in Celsius Holdings in Q4 2019 and held it in 2 quarters.
  • Optimum Investment Advisors's Celsius Holdings position peaked at $19K in Q4 2019.
  • 311 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.