RPCONE
CELH icon

Retirement Planning Company of New England’s Celsius Holdings CELH Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-342
Closed -$8K – 320
2021
Q4 		$8K Buy
+342
New +$9.46K ﹤0.01% 683

Other funds holding CELH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Retirement Planning Company of New England's CELH Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Celsius Holdings (CELH) in Q1 2022, closing a stake of 342 shares — an estimated $8K sold.

Retirement Planning Company of New England first reported a position in CELH in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 226 funds tracked by Wall St. Rank hold CELH as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Celsius Holdings position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 342 Celsius Holdings shares in Q1 2022, an estimated $8K.
  • Retirement Planning Company of New England first reported a position in Celsius Holdings in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Celsius Holdings position peaked at $8K in Q4 2021.
  • 226 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.