SVWAG
CELG

Sound View Wealth Advisors Group’s Celgene Corp CELG Stock Holding History

Sound View Wealth Advisors Group’s Portfolio CELG Stock Details CELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,373
Closed -$434K – 247
2019
Q3 		$434K Sell
4,373
-484
-10% -$46K 0.13% 153
2019
Q2 		$449K Buy
+4,857
New +$461K 0.13% 153

Other funds holding CELG

FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
PCMC
Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Sound View Wealth Advisors Group's CELG Position: Q4 2019 in Review

Sound View Wealth Advisors Group sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 4,373 shares — an estimated $434K sold.

Sound View Wealth Advisors Group first reported a position in CELG in Q2 2019 and held it in 2 quarters. The position peaked at $449K in Q2 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Sound View Wealth Advisors Group reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 4,373 Celgene Corp shares in Q4 2019, an estimated $434K.
  • Sound View Wealth Advisors Group first reported a position in Celgene Corp in Q2 2019 and held it in 2 quarters.
  • Sound View Wealth Advisors Group's Celgene Corp position peaked at $449K in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2019, filed 27 Jan 2020.