Summit Financial’s Celsius Holdings CELH Stock Holding History

Summit Financial’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
2024 Q1	–	Sell	-4,061	Closed	-$221K	–	389
2023 Q4	$221K	Buy	+4,061	New	+$217K	0.01%	336

Other funds holding CELH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Summit Financial's CELH Position: Q1 2024 in Review

Summit Financial sold out of Celsius Holdings (CELH) in Q1 2024, closing a stake of 4,061 shares — an estimated $221K sold.

Summit Financial first reported a position in CELH in Q4 2023 and held it in 1 quarter. The position peaked at $221K in Q4 2023. 599 funds tracked by Wall St. Rank hold CELH as of Q1 2024.

Summit Financial reported no remaining Celsius Holdings position as of Q1 2024 after selling out during the quarter.
Summit Financial sold 4,061 Celsius Holdings shares in Q1 2024, an estimated $221K.
Summit Financial first reported a position in Celsius Holdings in Q4 2023 and held it in 1 quarter.
Summit Financial's Celsius Holdings position peaked at $221K in Q4 2023.
599 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2024.

Based on Summit Financial's 13F filing for Q1 2024, filed 24 Apr 2024.