SFA
SGEN

Sequoia Financial Advisors’s Seagen Inc. Common Stock SGEN Stock Holding History

Sequoia Financial Advisors’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
-1,634
Closed -$347K – 1249
2023
Q3 		$347K Sell
1,634
-52
-3% -$10.4K 0.01% 634
2023
Q2 		$324K Buy
1,686
+134
+9% +$26.6K 0.01% 664
2023
Q1 		$314K Buy
+1,552
New +$249K 0.01% 608

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $247M AUM 21.93% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Sequoia Financial Advisors's SGEN Position: Q4 2023 in Review

Sequoia Financial Advisors sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 1,634 shares — an estimated $347K sold.

Sequoia Financial Advisors first reported a position in SGEN in Q1 2023 and held it in 3 quarters. The position peaked at $347K in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • Sequoia Financial Advisors reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,634 Seagen Inc. Common Stock shares in Q4 2023, an estimated $347K.
  • Sequoia Financial Advisors first reported a position in Seagen Inc. Common Stock in Q1 2023 and held it in 3 quarters.
  • Sequoia Financial Advisors's Seagen Inc. Common Stock position peaked at $347K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Sequoia Financial Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.