SPIA
SGEN

Steward Partners Investment Advisory’s Seagen Inc. Common Stock SGEN Stock Holding History

Steward Partners Investment Advisory’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
-386
Closed -$81.9K – 3611
2023
Q3 		$81.9K Buy
386
+75
+24% +$15K ﹤0.01% 1672
2023
Q2 		$59.9K Sell
311
-325
-51% -$64.6K ﹤0.01% 1806
2023
Q1 		$129K Hold
636
– – ﹤0.01% 1477
2022
Q4 		$81.7K Buy
636
+45
+8% +$5.81K ﹤0.01% 1625
2022
Q3 		$81K Buy
591
+199
+51% +$32.4K ﹤0.01% 1580
2022
Q2 		$69K Sell
392
-5
-1% -$721 ﹤0.01% 1649
2022
Q1 		$57K Buy
397
+46
+13% +$6.22K ﹤0.01% 1853
2021
Q4 		$54K Buy
351
+39
+13% +$6.53K ﹤0.01% 1872
2021
Q3 		$53K Hold
312
– – ﹤0.01% 1866
2021
Q2 		$49K Sell
312
-433
-58% -$64.3K ﹤0.01% 3492
2021
Q1 		$103K Buy
745
+520
+231% +$83.8K ﹤0.01% 1607
2020
Q4 		$39K Buy
225
+199
+765% +$37.1K ﹤0.01% 1792
2020
Q3 		$5K Buy
+26
New +$4.35K ﹤0.01% 2401
2020
Q2 		– Sell
-100
Closed -$11K – 2775
2020
Q1 		$11K Buy
+100
New +$11.1K ﹤0.01% 1841
2019
Q3 		– Sell
-55
Closed -$3K – 2801
2019
Q2 		$3K Buy
+55
New +$3.85K ﹤0.01% 2392
2018
Q4 		– Sell
-70
Closed -$5K – 2296
2018
Q3 		$5K Hold
70
– – ﹤0.01% 2149
2018
Q2 		$5K Hold
70
– – ﹤0.01% 2027
2018
Q1 		$3K Hold
70
– – ﹤0.01% 1960
2017
Q4 		$3K Buy
70
+55
+367% +$3.21K ﹤0.01% 1664
2017
Q3 		$0 Hold
15
– – ﹤0.01% 1787
2017
Q2 		$0 Hold
15
– – ﹤0.01% 1713
2017
Q1 		$0 Hold
15
– – ﹤0.01% 1585
2016
Q4 		$0 Buy
+15
New +$902 ﹤0.01% 905

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Steward Partners Investment Advisory's SGEN Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 386 shares — an estimated $81.9K sold.

Steward Partners Investment Advisory first reported a position in SGEN in Q4 2016 and held it in 23 quarters. The position peaked at $129K in Q1 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • Steward Partners Investment Advisory reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 386 Seagen Inc. Common Stock shares in Q4 2023, an estimated $81.9K.
  • Steward Partners Investment Advisory first reported a position in Seagen Inc. Common Stock in Q4 2016 and held it in 23 quarters.
  • Steward Partners Investment Advisory's Seagen Inc. Common Stock position peaked at $129K in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.