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Resurgent Financial Advisors’s Celsius Holdings CELH Stock Holding History

Resurgent Financial 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
Q2 		– Sell
-6,927
Closed -$574K – 181
2024
Q1 		$574K Sell
6,927
-1,072
-13% -$73.5K 0.31% 94
2023
Q4 		$436K Buy
7,999
+46
+0.6% +$2.46K 0.27% 100
2023
Q3 		$455K Sell
7,953
-2,745
-26% -$154K 0.31% 85
2023
Q2 		$532K Sell
10,698
-744
-7% -$29.6K 0.35% 77
2023
Q1 		$354K Buy
11,442
+90
+0.8% +$2.84K 0.24% 96
2022
Q4 		$394K Buy
11,352
+129
+1% +$4.21K 0.21% 112
2022
Q3 		$339K Buy
+11,223
New +$352K 0.23% 121

Other funds holding CELH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Resurgent Financial Advisors's CELH Position: Q2 2024 in Review

Resurgent Financial Advisors sold out of Celsius Holdings (CELH) in Q2 2024, closing a stake of 6,927 shares — an estimated $574K sold.

Resurgent Financial Advisors first reported a position in CELH in Q3 2022 and held it in 7 quarters. The position peaked at $574K in Q1 2024. 567 funds tracked by Wall St. Rank hold CELH as of Q2 2024.

  • Resurgent Financial Advisors reported no remaining Celsius Holdings position as of Q2 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 6,927 Celsius Holdings shares in Q2 2024, an estimated $574K.
  • Resurgent Financial Advisors first reported a position in Celsius Holdings in Q3 2022 and held it in 7 quarters.
  • Resurgent Financial Advisors's Celsius Holdings position peaked at $574K in Q1 2024.
  • 567 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2024.

Based on Resurgent Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.