SVWA
CELG

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

Sound View Wealth Advisors’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
Q1 		$480K Sell
5,093
-367
-7% -$32.1K 0.15% 144
2018
Q4 		$350K Buy
+5,460
New +$403K 0.13% 155

Other funds holding CELG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sound View Wealth Advisors's CELG Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Celgene Corp (CELG) stake by 6.7% in Q1 2019, selling an estimated $32.1K and leaving 5,093 shares worth $480K. The position accounts for 0.15% of the portfolio, ranked #144.

Sound View Wealth Advisors first reported a position in CELG in Q4 2018 and has held it in 2 quarters since. 1,389 funds tracked by Wall St. Rank hold CELG as of Q1 2019.

  • Sound View Wealth Advisors held 5,093 shares of Celgene Corp worth $480K as of Q1 2019.
  • Sound View Wealth Advisors sold 367 Celgene Corp shares in Q1 2019, an estimated $32.1K.
  • Celgene Corp made up 0.15% of Sound View Wealth Advisors's portfolio in Q1 2019, its #144 holding.
  • Sound View Wealth Advisors first reported a position in Celgene Corp in Q4 2018 and has held it in 2 quarters since.
  • 1,389 funds tracked by Wall St. Rank held Celgene Corp as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.