True Wealth Design’s Seagen Inc. Common Stock SGEN Stock Holding History

True Wealth Design’s Portfolio SGEN Stock Details SGEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-302	Closed	-$64.1K	–	816
2023 Q3	$64.1K	Hold	302	–	–	0.02%	143
2023 Q2	$58.1K	Hold	302	–	–	0.02%	147
2023 Q1	$61.1K	Hold	302	–	–	0.03%	151
2022 Q4	$38.8K	Buy	+302	New	+$39K	0.02%	160

Other funds holding SGEN

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

FBC

Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return

VWA

Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

SAG

Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

True Wealth Design's SGEN Position: Q4 2023 in Review

True Wealth Design sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 302 shares — an estimated $64.1K sold.

True Wealth Design first reported a position in SGEN in Q4 2022 and held it in 4 quarters. The position peaked at $64.1K in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

True Wealth Design reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
True Wealth Design sold 302 Seagen Inc. Common Stock shares in Q4 2023, an estimated $64.1K.
True Wealth Design first reported a position in Seagen Inc. Common Stock in Q4 2022 and held it in 4 quarters.
True Wealth Design's Seagen Inc. Common Stock position peaked at $64.1K in Q3 2023.
6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on True Wealth Design's 13F filing for Q4 2023, filed 14 Feb 2024.