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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
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