TCWM
CELH icon

Total Clarity Wealth Management’s Celsius Holdings CELH Stock Holding History

Total Clarity Wealth Management’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
2024
Q2 		– Sell
-3,759
Closed -$312K – 261
2024
Q1 		$312K Sell
3,759
-4,090
-52% -$280K 0.11% 199
2023
Q4 		$428K Buy
7,849
+3,865
+97% +$206K 0.18% 142
2023
Q3 		$228K Sell
3,984
-2,655
-40% -$149K 0.11% 194
2023
Q2 		$330K Buy
+6,639
New +$264K 0.16% 142
2022
Q3 		– Sell
-270
Closed -$6K – 327
2022
Q2 		$6K Buy
+270
New +$5.21K ﹤0.01% 769
2022
Q1 		– Sell
-246
Closed -$6K – 315
2021
Q4 		$6K Sell
246
-1,770
-88% -$49K ﹤0.01% 775
2021
Q3 		$61K Buy
+2,016
New +$51.8K 0.03% 374
2021
Q2 		– Sell
-225
Closed -$4K – 273
2021
Q1 		$4K Buy
+225
New +$4.22K ﹤0.01% 713

Other funds holding CELH

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return