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Selective Wealth Management’s Celsius Holdings CELH Stock Holding History

Selective Wealth Management’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
Q3 		– Sell
-2,400
Closed -$52K – 769
2022
Q2 		$52K Buy
+2,400
New +$46.3K 0.02% 315

Other funds holding CELH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Selective Wealth Management's CELH Position: Q3 2022 in Review

Selective Wealth Management sold out of Celsius Holdings (CELH) in Q3 2022, closing a stake of 2,400 shares — an estimated $52K sold.

Selective Wealth Management first reported a position in CELH in Q2 2022 and held it in 1 quarter. The position peaked at $52K in Q2 2022. 294 funds tracked by Wall St. Rank hold CELH as of Q3 2022.

  • Selective Wealth Management reported no remaining Celsius Holdings position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 2,400 Celsius Holdings shares in Q3 2022, an estimated $52K.
  • Selective Wealth Management first reported a position in Celsius Holdings in Q2 2022 and held it in 1 quarter.
  • Selective Wealth Management's Celsius Holdings position peaked at $52K in Q2 2022.
  • 294 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.