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

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

FBC

Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return

VWA

Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

SAG

Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Valeo Financial Advisors's SGEN Position: Q4 2023 in Review

Valeo Financial Advisors sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 2,757 shares — an estimated $585K sold.

Valeo Financial Advisors first reported a position in SGEN in Q4 2018 and held it in 12 quarters. The position peaked at $585K in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

Valeo Financial Advisors reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Valeo Financial Advisors sold 2,757 Seagen Inc. Common Stock shares in Q4 2023, an estimated $585K.
Valeo Financial Advisors first reported a position in Seagen Inc. Common Stock in Q4 2018 and held it in 12 quarters.
Valeo Financial Advisors's Seagen Inc. Common Stock position peaked at $585K in Q3 2023.
6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Valeo Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.