TWA
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TCI Wealth Advisors’s Celsius Holdings CELH Stock Holding History

TCI 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
Q2 		– Sell
-312
Closed -$9.67K – 552
2023
Q1 		$9.67K Sell
312
-36
-10% -$1.14K ﹤0.01% 1109
2022
Q4 		$12.1K Sell
348
-72
-17% -$2.35K ﹤0.01% 938
2022
Q3 		$13K Buy
420
+108
+35% +$3.38K ﹤0.01% 858
2022
Q2 		$7K Buy
312
+66
+27% +$1.27K ﹤0.01% 1221
2022
Q1 		$5K Sell
246
-141
-36% -$2.53K ﹤0.01% 1508
2021
Q4 		$10K Hold
387
– – ﹤0.01% 1146
2021
Q3 		$12K Hold
387
– – ﹤0.01% 966
2021
Q2 		$10K Buy
387
+285
+279% +$5.81K ﹤0.01% 947
2021
Q1 		$2K Buy
+102
New +$1.92K ﹤0.01% 1692

Other funds holding CELH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return