SFS
CELH icon

Sowell Financial Services’s Celsius Holdings CELH Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-3,837
Closed -$64K – 3120
2020
Q4 		$64K Sell
3,837
-1,701
-31% -$17K ﹤0.01% 1310
2020
Q3 		$42K Sell
5,538
-6,951
-56% -$42K ﹤0.01% 1274
2020
Q2 		$49K Sell
12,489
-2,076
-14% -$4.89K ﹤0.01% 1163
2020
Q1 		$20K Buy
14,565
+6,357
+77% +$11.2K ﹤0.01% 1390
2019
Q4 		$13K Hold
8,208
– – ﹤0.01% 1588
2019
Q3 		$10K Buy
+8,208
New +$11.4K ﹤0.01% 1520

Other funds holding CELH

ACP
Arcus Capital Partners Atlanta, Georgia $242M AUM 20.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's CELH Position: Q1 2021 in Review

Sowell Financial Services sold out of Celsius Holdings (CELH) in Q1 2021, closing a stake of 3,837 shares — an estimated $64K sold.

Sowell Financial Services first reported a position in CELH in Q3 2019 and held it in 6 quarters. The position peaked at $64K in Q4 2020. 193 funds tracked by Wall St. Rank hold CELH as of Q1 2021.

  • Sowell Financial Services reported no remaining Celsius Holdings position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,837 Celsius Holdings shares in Q1 2021, an estimated $64K.
  • Sowell Financial Services first reported a position in Celsius Holdings in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Celsius Holdings position peaked at $64K in Q4 2020.
  • 193 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.