TWD
SGEN

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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.