SWM
SGEN

Spire Wealth Management’s Seagen Inc. Common Stock SGEN Stock Holding History

Spire Wealth Management’s Portfolio SGEN Stock Details SGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-216
Closed -$45.8K – 2492
2023
Q3 		$45.8K Buy
216
+4
+2% +$799 ﹤0.01% 1204
2023
Q2 		$40.8K Sell
212
-12
-5% -$2.38K ﹤0.01% 1284
2023
Q1 		$45.4K Hold
224
– – ﹤0.01% 1237
2022
Q4 		$29K Buy
224
+12
+6% +$1.55K ﹤0.01% 1222
2022
Q3 		$29K Sell
212
-50
-19% -$8.15K ﹤0.01% 1172
2022
Q2 		$46K Hold
262
– – ﹤0.01% 1326
2022
Q1 		$38K Hold
262
– – ﹤0.01% 1554
2021
Q4 		$41K Sell
262
-50
-16% -$8.37K ﹤0.01% 1819
2021
Q3 		$53K Hold
312
– – ﹤0.01% 1457
2021
Q2 		$49K Hold
312
– – ﹤0.01% 1497
2021
Q1 		$43K Buy
+312
New +$50.3K ﹤0.01% 1808

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.02B AUM 16.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $247M AUM 21.93% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return