Phoenix Wealth Advisors’s Celsius Holdings CELH Stock Holding History

Phoenix Wealth 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
2024 Q1	–	Sell	-7,440	Closed	-$439K	–	115
2023 Q4	$439K	Hold	7,440	–	–	0.31%	59
2023 Q3	$426K	Sell	7,440 -48	-0.6%	-$2.7K	0.25%	57
2023 Q2	$372K	Sell	7,488 -351	-4%	-$14K	0.22%	63
2023 Q1	$243K	Sell	7,839 -99	-1%	-$3.12K	0.15%	95
2022 Q4	$275K	Buy	+7,938	New	+$259K	0.17%	86

Other funds holding CELH

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Phoenix Wealth Advisors's CELH Position: Q1 2024 in Review

Phoenix Wealth Advisors sold out of Celsius Holdings (CELH) in Q1 2024, closing a stake of 7,440 shares — an estimated $439K sold.

Phoenix Wealth Advisors first reported a position in CELH in Q4 2022 and held it in 5 quarters. The position peaked at $439K in Q4 2023. 599 funds tracked by Wall St. Rank hold CELH as of Q1 2024.

Phoenix Wealth Advisors reported no remaining Celsius Holdings position as of Q1 2024 after selling out during the quarter.
Phoenix Wealth Advisors sold 7,440 Celsius Holdings shares in Q1 2024, an estimated $439K.
Phoenix Wealth Advisors first reported a position in Celsius Holdings in Q4 2022 and held it in 5 quarters.
Phoenix Wealth Advisors's Celsius Holdings position peaked at $439K in Q4 2023.
599 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2024.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.