SFWA
CELG

Summit Financial Wealth Advisors’s Celgene Corp CELG Stock Holding History

Summit Financial 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
Q4 		– Sell
-8,057
Closed -$810K – 152
2019
Q3 		$810K Sell
8,057
-2,624
-25% -$249K 0.2% 72
2019
Q2 		$987K Sell
10,681
-4,144
-28% -$394K 0.24% 71
2019
Q1 		$1.39M Buy
+14,825
New +$1.3M 0.37% 58

Other funds holding CELG

FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
PCMC
Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Summit Financial Wealth Advisors's CELG Position: Q4 2019 in Review

Summit Financial Wealth Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 8,057 shares — an estimated $810K sold.

Summit Financial Wealth Advisors first reported a position in CELG in Q1 2019 and held it in 3 quarters. The position peaked at $1.39M in Q1 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Summit Financial Wealth Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 8,057 Celgene Corp shares in Q4 2019, an estimated $810K.
  • Summit Financial Wealth Advisors first reported a position in Celgene Corp in Q1 2019 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Celgene Corp position peaked at $1.39M in Q1 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2019, filed 28 Jan 2020.