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TFC Financial Management’s Celularity CELU Stock Holding History

TFC Financial Management’s Portfolio CELU Stock Details CELU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-240
Closed -$534 – 670
2023
Q3 		$534 Hold
240
– – ﹤0.01% 597
2023
Q2 		$1.28K Hold
240
– – ﹤0.01% 487
2023
Q1 		$1.49K Hold
240
– – ﹤0.01% 486
2022
Q4 		$3.1K Hold
240
– – ﹤0.01% 362
2022
Q3 		$6K Hold
240
– – ﹤0.01% 344
2022
Q2 		$8K Buy
+240
New +$19.5K ﹤0.01% 317

Other funds holding CELU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $696M AUM 46.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TFC Financial Management's CELU Position: Q4 2023 in Review

TFC Financial Management sold out of Celularity (CELU) in Q4 2023, closing a stake of 240 shares — an estimated $534 sold.

TFC Financial Management first reported a position in CELU in Q2 2022 and held it in 6 quarters. The position peaked at $8K in Q2 2022. 37 funds tracked by Wall St. Rank hold CELU as of Q4 2023.

  • TFC Financial Management reported no remaining Celularity position as of Q4 2023 after selling out during the quarter.
  • TFC Financial Management sold 240 Celularity shares in Q4 2023, an estimated $534.
  • TFC Financial Management first reported a position in Celularity in Q2 2022 and held it in 6 quarters.
  • TFC Financial Management's Celularity position peaked at $8K in Q2 2022.
  • 37 funds tracked by Wall St. Rank held Celularity as of Q4 2023.

Based on TFC Financial Management's 13F filing for Q4 2023, filed 25 Jan 2024.