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Prevail Innovative Wealth Advisors’s Celsius Holdings CELH Stock Holding History

Prevail Innovative 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
Q4 		– Sell
-154,117
Closed -$4.83M – 171
2024
Q3 		$4.83M Buy
154,117
+102,210
+197% +$4.29M 1.47% 14
2024
Q2 		$2.96M Buy
+51,907
New +$3.92M 1.05% 29

Other funds holding CELH

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prevail Innovative Wealth Advisors's CELH Position: Q4 2024 in Review

Prevail Innovative Wealth Advisors sold out of Celsius Holdings (CELH) in Q4 2024, closing a stake of 154,117 shares — an estimated $4.83M sold.

Prevail Innovative Wealth Advisors first reported a position in CELH in Q2 2024 and held it in 2 quarters. The position peaked at $4.83M in Q3 2024. 454 funds tracked by Wall St. Rank hold CELH as of Q4 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Celsius Holdings position as of Q4 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 154,117 Celsius Holdings shares in Q4 2024, an estimated $4.83M.
  • Prevail Innovative Wealth Advisors first reported a position in Celsius Holdings in Q2 2024 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Celsius Holdings position peaked at $4.83M in Q3 2024.
  • 454 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.