Sutton Wealth Advisors’s Celsius Holdings CELH Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$14.8K	Sell	258 -12	-4%	-$675	0.01%	403
2023 Q2	$13.4K	Hold	270	–	–	0.01%	414
2023 Q1	$8.37K	Sell	270 -1,005	-79%	-$31.7K	﹤0.01%	454
2022 Q4	$44.2K	Sell	1,275 -39	-3%	-$1.27K	0.02%	426
2022 Q3	$39.7K	Sell	1,314 -480	-27%	-$15K	0.02%	436
2022 Q2	$39K	Buy	1,794 +393	+28%	+$7.58K	0.02%	448
2022 Q1	$25.8K	Buy	1,401 +99	+8%	+$1.78K	0.01%	627
2021 Q4	$32.4K	Sell	1,302 -285	-18%	-$7.88K	0.01%	550
2021 Q3	$47.7K	Buy	1,587 +861	+119%	+$22.1K	0.02%	408
2021 Q2	$18.4K	Buy	+726	New	+$14.8K	0.01%	729

Other funds holding CELH

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Sutton Wealth Advisors's CELH Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Celsius Holdings (CELH) stake by 4.4% in Q3 2023, selling an estimated $675 and leaving 258 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #403.

Sutton Wealth Advisors first reported a position in CELH in Q2 2021 and has held it in 10 quarters since. The position peaked at $47.7K in Q3 2021. 431 funds tracked by Wall St. Rank hold CELH as of Q3 2023.

Sutton Wealth Advisors held 258 shares of Celsius Holdings worth $14.8K as of Q3 2023.
Sutton Wealth Advisors sold 12 Celsius Holdings shares in Q3 2023, an estimated $675.
Celsius Holdings made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #403 holding.
Sutton Wealth Advisors first reported a position in Celsius Holdings in Q2 2021 and has held it in 10 quarters since.
Sutton Wealth Advisors's Celsius Holdings position peaked at $47.7K in Q3 2021.
431 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.