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TFO Wealth Partners’s Celsius Holdings CELH Stock Holding History

TFO Wealth Partners’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
2022
Q3 		– Sell
-48
Closed -$1K – 194
2022
Q2 		$1K Buy
+48
New +$925 ﹤0.01% 383

Other funds holding CELH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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

TFO Wealth Partners's CELH Position: Q3 2022 in Review

TFO Wealth Partners sold out of Celsius Holdings (CELH) in Q3 2022, closing a stake of 48 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in CELH in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 294 funds tracked by Wall St. Rank hold CELH as of Q3 2022.

  • TFO Wealth Partners reported no remaining Celsius Holdings position as of Q3 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 48 Celsius Holdings shares in Q3 2022, an estimated $1K.
  • TFO Wealth Partners first reported a position in Celsius Holdings in Q2 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Celsius Holdings position peaked at $1K in Q2 2022.
  • 294 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.