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Pension & Wealth Management Advisors’s Celestica CLS Stock Holding History

Pension & Wealth Management Advisors’s Portfolio CLS Stock Details CLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-170
Closed -$15.7K – 489
2024
Q4 		$15.7K Hold
170
– – 0.01% 346
2024
Q3 		$8.69K Hold
170
– – ﹤0.01% 304
2024
Q2 		$9.75K Buy
+170
New +$8.57K 0.01% 284

Other funds holding CLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Pension & Wealth Management Advisors's CLS Position: Q1 2025 in Review

Pension & Wealth Management Advisors sold out of Celestica (CLS) in Q1 2025, closing a stake of 170 shares — an estimated $15.7K sold.

Pension & Wealth Management Advisors first reported a position in CLS in Q2 2024 and held it in 3 quarters. The position peaked at $15.7K in Q4 2024. 490 funds tracked by Wall St. Rank hold CLS as of Q1 2025.

  • Pension & Wealth Management Advisors reported no remaining Celestica position as of Q1 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 170 Celestica shares in Q1 2025, an estimated $15.7K.
  • Pension & Wealth Management Advisors first reported a position in Celestica in Q2 2024 and held it in 3 quarters.
  • Pension & Wealth Management Advisors's Celestica position peaked at $15.7K in Q4 2024.
  • 490 funds tracked by Wall St. Rank held Celestica as of Q1 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2025, filed 7 Aug 2026.