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SBIA
Sheaff Brock Investment Advisors’s
Celsius Holdings
CELH
Stock Holding History
Sheaff Brock Investment Advisors’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
2025
Q1
$353K
Buy
+9,900
New
+$270K
0.03%
311
2024
Q3
–
Sell
-26,785
Closed
-$1.53M
–
463
2024
Q2
$1.53M
Buy
26,785
+2,635
+11%
+$199K
0.14%
126
2024
Q1
$2M
Buy
24,150
+1,031
+4%
+$70.7K
0.16%
117
2023
Q4
$1.26M
Buy
23,119
+400
+2%
+$21.3K
0.11%
146
2023
Q3
$1.3M
Buy
22,719
+2,631
+13%
+$148K
0.13%
131
2023
Q2
$999K
Sell
20,088
-5,700
-22%
-$227K
0.1%
173
2023
Q1
$799K
Buy
25,788
+8,250
+47%
+$260K
0.08%
197
2022
Q4
$608K
Hold
17,538
–
–
0.07%
219
2022
Q3
$530K
Sell
17,538
-9,750
-36%
-$305K
0.06%
225
2022
Q2
$594K
Sell
27,288
-750
-3%
-$14.5K
0.07%
217
2022
Q1
$516K
Buy
28,038
+9,150
+48%
+$164K
0.05%
277
2021
Q4
$469K
Sell
18,888
-5,400
-22%
-$149K
0.04%
291
2021
Q3
$729K
Sell
24,288
-16,107
-40%
-$414K
0.07%
207
2021
Q2
$1.02M
Buy
40,395
+3,903
+11%
+$79.5K
0.1%
171
2021
Q1
$584K
Buy
36,492
+11,742
+47%
+$220K
0.06%
228
2020
Q4
$415K
Buy
+24,750
New
+$247K
0.05%
270
Other funds holding CELH
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$309B AUM
23.92%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
CIP
Champlain Investment Partners
Burlington, Vermont
$7.88B AUM
6.82%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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