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USA Financial Formulas’s Celsius Holdings CELH Stock Holding History

USA Financial Formulas’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
2023
Q4 		– Sell
-1,572
Closed -$89.9K – 378
2023
Q3 		$89.9K Buy
+1,572
New +$88.4K 0.13% 160
2021
Q2 		– Sell
-2,994
Closed -$48K – 380
2021
Q1 		$48K Sell
2,994
-11,769
-80% -$221K 0.04% 202
2020
Q4 		$248K Sell
14,763
-10,989
-43% -$110K 0.2% 107
2020
Q3 		$195K Buy
+25,752
New +$155K 0.15% 101

Other funds holding CELH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return