Waldron Private Wealth’s Seagen Inc. Common Stock SGEN Stock Holding History

Waldron Private Wealth’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	-1,260	Closed	-$267K	–	435
2023 Q3	$267K	Buy	1,260 +37	+3%	+$7.39K	0.01%	309
2023 Q2	$235K	Sell	1,223 -40	-3%	-$7.95K	0.01%	331
2023 Q1	$256K	Buy	+1,263	New	+$203K	0.01%	350
2022 Q3	–	Sell	-1,163	Closed	-$205K	–	396
2022 Q2	$205K	Buy	+1,163	New	+$168K	0.01%	360

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Waldron Private Wealth's SGEN Position: Q4 2023 in Review

Waldron Private Wealth sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 1,260 shares — an estimated $267K sold.

Waldron Private Wealth first reported a position in SGEN in Q2 2022 and held it in 4 quarters. The position peaked at $267K in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

Waldron Private Wealth reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Waldron Private Wealth sold 1,260 Seagen Inc. Common Stock shares in Q4 2023, an estimated $267K.
Waldron Private Wealth first reported a position in Seagen Inc. Common Stock in Q2 2022 and held it in 4 quarters.
Waldron Private Wealth's Seagen Inc. Common Stock position peaked at $267K in Q3 2023.
6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Waldron Private Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.