RWA
CELG

River Wealth Advisors’s Celgene Corp CELG Stock Holding History

River Wealth Advisors’s Portfolio CELG Stock Details CELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,552
Closed -$353K – 168
2019
Q3 		$353K Hold
3,552
– – 0.13% 130
2019
Q2 		$328K Sell
3,552
-615
-15% -$58.4K 0.13% 137
2019
Q1 		$393K Sell
4,167
-30
-0.7% -$2.62K 0.16% 121
2018
Q4 		$269K Sell
4,197
-51
-1% -$3.77K 0.12% 140
2018
Q3 		$380K Buy
4,248
+320
+8% +$28.3K 0.14% 131
2018
Q2 		$312K Buy
3,928
+358
+10% +$29.7K 0.12% 140
2018
Q1 		$318K Buy
3,570
+10
+0.3% +$960 0.13% 136
2017
Q4 		$372K Buy
3,560
+82
+2% +$9.25K 0.15% 130
2017
Q3 		$507K Buy
3,478
+180
+5% +$24.5K 0.23% 111
2017
Q2 		$428K Sell
3,298
-80
-2% -$9.8K 0.2% 118
2017
Q1 		$420K Sell
3,378
-60
-2% -$7.18K 0.2% 118
2016
Q4 		$398K Sell
3,438
-60
-2% -$6.68K 0.2% 120
2016
Q3 		$366K Sell
3,498
-15
-0.4% -$1.62K 0.2% 121
2016
Q2 		$346K Hold
3,513
– – 0.2% 125
2016
Q1 		$352K Buy
+3,513
New +$362K 0.21% 123

Other funds holding CELG

FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
PCMC
Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

River Wealth Advisors's CELG Position: Q4 2019 in Review

River Wealth Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 3,552 shares — an estimated $353K sold.

River Wealth Advisors first reported a position in CELG in Q1 2016 and held it in 15 quarters. The position peaked at $507K in Q3 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • River Wealth Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • River Wealth Advisors sold 3,552 Celgene Corp shares in Q4 2019, an estimated $353K.
  • River Wealth Advisors first reported a position in Celgene Corp in Q1 2016 and held it in 15 quarters.
  • River Wealth Advisors's Celgene Corp position peaked at $507K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on River Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.