PFGIA
CELG

Patriot Financial Group Insurance Agency’s Celgene Corp CELG Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CELG Stock Details CELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-368
Closed -$37K – 1533
2019
Q3 		$37K Sell
368
-6
-2% -$570 0.02% 497
2019
Q2 		$35K Sell
374
-6,659
-95% -$632K 0.02% 507
2019
Q1 		$663K Buy
7,033
+6,703
+2,031% +$586K 0.34% 47
2018
Q4 		$21K Buy
330
+28
+9% +$2.07K 0.01% 474
2018
Q3 		$27K Buy
302
+272
+907% +$24K 0.02% 431
2018
Q2 		$2K Sell
30
-268
-90% -$22.3K ﹤0.01% 550
2018
Q1 		$26K Sell
298
-2,148
-88% -$206K 0.02% 428
2017
Q4 		$254K Buy
2,446
+2,111
+630% +$238K 0.19% 107
2017
Q3 		$47K Hold
335
– – 0.04% 268
2017
Q2 		$44K Buy
335
+23
+7% +$2.82K 0.05% 254
2017
Q1 		$39K Buy
312
+97
+45% +$11.6K 0.04% 258
2016
Q4 		$24K Buy
+215
New +$23.9K 0.03% 322

Other funds holding CELG

FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PCMC
Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CELG Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 368 shares — an estimated $37K sold.

Patriot Financial Group Insurance Agency first reported a position in CELG in Q4 2016 and held it in 12 quarters. The position peaked at $663K in Q1 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 368 Celgene Corp shares in Q4 2019, an estimated $37K.
  • Patriot Financial Group Insurance Agency first reported a position in Celgene Corp in Q4 2016 and held it in 12 quarters.
  • Patriot Financial Group Insurance Agency's Celgene Corp position peaked at $663K in Q1 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.