VFA
SGEN

Valeo Financial Advisors’s Seagen Inc. Common Stock SGEN Stock Holding History

Valeo Financial Advisors’s Portfolio SGEN Stock Details SGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,757
Closed -$585K – 732
2023
Q3 		$585K Buy
2,757
+804
+41% +$161K 0.03% 293
2023
Q2 		$376K Buy
+1,953
New +$388K 0.02% 375
2021
Q2 		– Sell
-728
Closed -$101K – 1968
2021
Q1 		$101K Hold
728
– – ﹤0.01% 624
2020
Q4 		$128K Sell
728
-504
-41% -$94K 0.01% 513
2020
Q3 		$241K Buy
1,232
+32
+3% +$5.36K 0.02% 288
2020
Q2 		$204K Buy
1,200
+200
+20% +$29.8K 0.02% 319
2020
Q1 		$120K Hold
1,000
– – 0.01% 385
2019
Q4 		$114K Hold
1,000
– – 0.01% 437
2019
Q3 		$85K Hold
1,000
– – 0.01% 471
2019
Q2 		$69K Hold
1,000
– – 0.01% 519
2019
Q1 		$73K Hold
1,000
– – 0.01% 480
2018
Q4 		$57K Buy
+1,000
New +$62.7K 0.01% 499

Other funds holding SGEN

SCM
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IA
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BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $247M AUM 21.93% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return