Tyler-Stone Wealth Management’s Celsius Holdings CELH Stock Holding History

Tyler-Stone 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	-114	Closed	-$9.45K	–	985
2024 Q1	$9.45K	Hold	114	–	–	﹤0.01%	660
2023 Q4	$6.21K	Sell	114 -300	-72%	-$16K	﹤0.01%	702
2023 Q3	$24K	Buy	414 +120	+41%	+$6.75K	0.01%	452
2023 Q2	$15K	Buy	+294	New	+$11.7K	0.01%	526
2022 Q4	$4K	Hold	114	–	–	﹤0.01%	679
2022 Q3	$3K	Hold	114	–	–	﹤0.01%	700
2022 Q2	$2K	Hold	114	–	–	﹤0.01%	746
2022 Q1	$2K	Hold	114	–	–	﹤0.01%	740
2021 Q4	$3K	Buy	+114	New	+$3.15K	﹤0.01%	746

Other funds holding CELH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Tyler-Stone Wealth Management's CELH Position: Q2 2024 in Review

Tyler-Stone Wealth Management sold out of Celsius Holdings (CELH) in Q2 2024, closing a stake of 114 shares — an estimated $9.45K sold.

Tyler-Stone Wealth Management first reported a position in CELH in Q4 2021 and held it in 9 quarters. The position peaked at $24K in Q3 2023. 567 funds tracked by Wall St. Rank hold CELH as of Q2 2024.

Tyler-Stone Wealth Management reported no remaining Celsius Holdings position as of Q2 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 114 Celsius Holdings shares in Q2 2024, an estimated $9.45K.
Tyler-Stone Wealth Management first reported a position in Celsius Holdings in Q4 2021 and held it in 9 quarters.
Tyler-Stone Wealth Management's Celsius Holdings position peaked at $24K in Q3 2023.
567 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.