Valeo Financial Advisors’s Celcuity CELC Stock Holding History

Valeo Financial Advisors’s Portfolio CELC Stock Details CELC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-115	Closed	-$2K	–	732
2021 Q1	$2K	Sell	115 -44	-28%	-$626	﹤0.01%	1780
2020 Q4	$1K	Hold	159	–	–	﹤0.01%	1569
2020 Q3	$1K	Hold	159	–	–	﹤0.01%	1470
2020 Q2	$1K	Buy	159 +52	+49%	+$365	﹤0.01%	1851
2020 Q1	$1K	Hold	107	–	–	﹤0.01%	1630
2019 Q4	$1K	Hold	107	–	–	﹤0.01%	1522
2019 Q3	$2K	Hold	107	–	–	﹤0.01%	1367
2019 Q2	$3K	Hold	107	–	–	﹤0.01%	1321
2019 Q1	$2K	Hold	107	–	–	﹤0.01%	1340
2018 Q4	$3K	Hold	107	–	–	﹤0.01%	1194
2018 Q3	$3K	Hold	107	–	–	﹤0.01%	1331
2018 Q2	$3K	Hold	107	–	–	﹤0.01%	1241
2018 Q1	$2K	Hold	107	–	–	﹤0.01%	1315
2017 Q4	$2K	Buy	+107	New	+$1.88K	﹤0.01%	1170

Other funds holding CELC

Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Granite Point Capital Management Boston, Massachusetts $4.9M AUM 38.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stonepine Capital Management Bend, Oregon $114M AUM 77.6% 1-Year Est. Return

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return