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Signature Estate & Investment Advisors’s Celsius Holdings CELH Stock Holding History

Signature Estate & 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
2024
Q2 		– Sell
-3,000
Closed -$249K – 505
2024
Q1 		$249K Buy
+3,000
New +$206K 0.01% 155

Other funds holding CELH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Signature Estate & Investment Advisors's CELH Position: Q2 2024 in Review

Signature Estate & Investment Advisors sold out of Celsius Holdings (CELH) in Q2 2024, closing a stake of 3,000 shares — an estimated $249K sold.

Signature Estate & Investment Advisors first reported a position in CELH in Q1 2024 and held it in 1 quarter. The position peaked at $249K in Q1 2024. 567 funds tracked by Wall St. Rank hold CELH as of Q2 2024.

  • Signature Estate & Investment Advisors reported no remaining Celsius Holdings position as of Q2 2024 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 3,000 Celsius Holdings shares in Q2 2024, an estimated $249K.
  • Signature Estate & Investment Advisors first reported a position in Celsius Holdings in Q1 2024 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's Celsius Holdings position peaked at $249K in Q1 2024.
  • 567 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.