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Pathstone Family Office’s Celsius Holdings CELH Stock Holding History

Pathstone Family Office’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
Q3 		$340K Buy
+5,946
New +$334K ﹤0.01% 1237

Other funds holding CELH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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 $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pathstone Family Office's CELH Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Celsius Holdings (CELH) in Q3 2023: 5,946 shares worth $340K. The stake represents ﹤0.01% of the portfolio and ranks #1237 among its holdings.

431 funds tracked by Wall St. Rank hold CELH as of Q3 2023.

  • Pathstone Family Office held 5,946 shares of Celsius Holdings worth $340K as of Q3 2023.
  • Celsius Holdings was a new Pathstone Family Office position in Q3 2023.
  • Celsius Holdings made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1237 holding.
  • 431 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.