VFA
CELG

Valeo Financial Advisors’s Celgene Corp CELG Stock Holding History

Valeo Financial Advisors’s Portfolio CELG Stock Details CELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-140
Closed -$14K – 1799
2019
Q3 		$14K Sell
140
-706
-83% -$67.1K ﹤0.01% 955
2019
Q2 		$78K Buy
846
+495
+141% +$47K 0.01% 483
2019
Q1 		$33K Sell
351
-1,608
-82% -$141K ﹤0.01% 657
2018
Q4 		$126K Buy
1,959
+939
+92% +$69.3K 0.02% 336
2018
Q3 		$73K Sell
1,020
-2,002
-66% -$177K 0.01% 472
2018
Q2 		$278K Buy
3,022
+566
+23% +$47K 0.04% 240
2018
Q1 		$219K Buy
2,456
+165
+7% +$15.8K 0.04% 248
2017
Q4 		$239K Buy
2,291
+552
+32% +$62.3K 0.04% 219
2017
Q3 		$254K Buy
+1,739
New +$237K 0.06% 183

Other funds holding CELG

FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
PCMC
Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Valeo Financial Advisors's CELG Position: Q4 2019 in Review

Valeo Financial Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 140 shares — an estimated $14K sold.

Valeo Financial Advisors first reported a position in CELG in Q3 2017 and held it in 9 quarters. The position peaked at $278K in Q2 2018. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Valeo Financial Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 140 Celgene Corp shares in Q4 2019, an estimated $14K.
  • Valeo Financial Advisors first reported a position in Celgene Corp in Q3 2017 and held it in 9 quarters.
  • Valeo Financial Advisors's Celgene Corp position peaked at $278K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.