SWRP
CELG

Summit Wealth & Retirement Planning’s Celgene Corp CELG Stock Holding History

Summit Wealth & Retirement Planning’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
-6,616
Closed -$657K – 130
2019
Q3 		$657K Hold
6,616
– – 0.4% 60
2019
Q2 		$612K Sell
6,616
-1,000
-13% -$95K 0.36% 66
2019
Q1 		$718K Buy
7,616
+182
+2% +$15.9K 0.43% 60
2018
Q4 		$476K Buy
+7,434
New +$549K 0.36% 64

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 Wealth & Retirement Planning's CELG Position: Q4 2019 in Review

Summit Wealth & Retirement Planning sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 6,616 shares — an estimated $657K sold.

Summit Wealth & Retirement Planning first reported a position in CELG in Q4 2018 and held it in 4 quarters. The position peaked at $718K in Q1 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Summit Wealth & Retirement Planning reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 6,616 Celgene Corp shares in Q4 2019, an estimated $657K.
  • Summit Wealth & Retirement Planning first reported a position in Celgene Corp in Q4 2018 and held it in 4 quarters.
  • Summit Wealth & Retirement Planning's Celgene Corp position peaked at $718K in Q1 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2019, filed 10 Feb 2020.