RWB
SGEN

RMR Wealth Builders’s Seagen Inc. Common Stock SGEN Stock Holding History

RMR Wealth Builders’s Portfolio SGEN Stock Details SGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,516
Closed -$322K – 249
2023
Q3 		$322K Sell
1,516
-142
-9% -$28.4K 0.05% 178
2023
Q2 		$319K Buy
1,658
+2
+0.1% +$397 0.05% 163
2023
Q1 		$335K Buy
1,656
+31
+2% +$4.97K 0.06% 154
2022
Q4 		$209K Buy
1,625
+32
+2% +$4.13K 0.05% 180
2022
Q3 		$218K Buy
1,593
+327
+26% +$53.3K 0.05% 175
2022
Q2 		$224K Buy
+1,266
New +$182K 0.06% 172
2021
Q4 		– Sell
-1,266
Closed -$215K – 206
2021
Q3 		$215K Buy
+1,266
New +$197K 0.06% 177
2021
Q2 		– Sell
-1,266
Closed -$176K – 758
2021
Q1 		$176K Hold
1,266
– – 0.05% 207
2020
Q4 		$222K Hold
1,266
– – 0.11% 144
2020
Q3 		$248K Hold
1,266
– – 0.06% 176
2020
Q2 		$215K Buy
+1,266
New +$189K 0.19% 106

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

RMR Wealth Builders's SGEN Position: Q4 2023 in Review

RMR Wealth Builders sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 1,516 shares — an estimated $322K sold.

RMR Wealth Builders first reported a position in SGEN in Q2 2020 and held it in 11 quarters. The position peaked at $335K in Q1 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • RMR Wealth Builders reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • RMR Wealth Builders sold 1,516 Seagen Inc. Common Stock shares in Q4 2023, an estimated $322K.
  • RMR Wealth Builders first reported a position in Seagen Inc. Common Stock in Q2 2020 and held it in 11 quarters.
  • RMR Wealth Builders's Seagen Inc. Common Stock position peaked at $335K in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on RMR Wealth Builders's 13F filing for Q4 2023, filed 6 Feb 2024.