SWTS
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Stonehaven Wealth & Tax Solutions’s Celestica CLS Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio CLS Stock Details CLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,314
Closed -$214K – 75
2024
Q4 		$214K Buy
+2,314
New +$181K 0.23% 77

Other funds holding CLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's CLS Position: Q1 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Celestica (CLS) in Q1 2025, closing a stake of 2,314 shares — an estimated $214K sold.

Stonehaven Wealth & Tax Solutions first reported a position in CLS in Q4 2024 and held it in 1 quarter. The position peaked at $214K in Q4 2024. 490 funds tracked by Wall St. Rank hold CLS as of Q1 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Celestica position as of Q1 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 2,314 Celestica shares in Q1 2025, an estimated $214K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Celestica in Q4 2024 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's Celestica position peaked at $214K in Q4 2024.
  • 490 funds tracked by Wall St. Rank held Celestica as of Q1 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2025, filed 15 May 2025.