VFA
SGEN

Values First Advisors’s Seagen Inc. Common Stock SGEN Stock Holding History

Values First 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
-2,017
Closed -$428K – 182
2023
Q3 		$428K Sell
2,017
-265
-12% -$52.9K 0.28% 102
2023
Q2 		$439K Sell
2,282
-1,354
-37% -$269K 0.27% 100
2023
Q1 		$736K Buy
+3,636
New +$583K 0.47% 64
2021
Q2 		– Sell
-3,604
Closed -$500K – 157
2021
Q1 		$500K Buy
3,604
+825
+30% +$133K 0.37% 90
2020
Q4 		$487K Buy
2,779
+403
+17% +$75.1K 0.39% 87
2020
Q3 		$465K Sell
2,376
-347
-13% -$58.1K 0.43% 81
2020
Q2 		$463K Sell
2,723
-1,126
-29% -$168K 0.46% 77
2020
Q1 		$444K Sell
3,849
-471
-11% -$52.2K 0.53% 62
2019
Q4 		$494K Buy
+4,320
New +$458K 0.48% 70

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 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

Values First Advisors's SGEN Position: Q4 2023 in Review

Values First Advisors sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 2,017 shares — an estimated $428K sold.

Values First Advisors first reported a position in SGEN in Q4 2019 and held it in 9 quarters. The position peaked at $736K in Q1 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • Values First Advisors reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Values First Advisors sold 2,017 Seagen Inc. Common Stock shares in Q4 2023, an estimated $428K.
  • Values First Advisors first reported a position in Seagen Inc. Common Stock in Q4 2019 and held it in 9 quarters.
  • Values First Advisors's Seagen Inc. Common Stock position peaked at $736K in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Values First Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.