WA
CELG

WBH Advisory’s Celgene Corp CELG Stock Holding History

WBH Advisory’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
-3,157
Closed -$313K – 250
2019
Q3 		$313K Sell
3,157
-250
-7% -$23.8K 0.07% 190
2019
Q2 		$314K Hold
3,407
– – 0.07% 191
2019
Q1 		$321K Sell
3,407
-582
-15% -$50.9K 0.08% 186
2018
Q4 		$255 Buy
3,989
+785
+25% +$57.9K 0.06% 200
2018
Q3 		$286K Sell
3,204
-88
-3% -$7.78K 0.07% 206
2018
Q2 		$261K Sell
3,292
-25
-0.8% -$2.08K 0.07% 201
2018
Q1 		$295K Buy
+3,317
New +$318K 0.08% 192

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

WBH Advisory's CELG Position: Q4 2019 in Review

WBH Advisory sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 3,157 shares — an estimated $313K sold.

WBH Advisory first reported a position in CELG in Q1 2018 and held it in 7 quarters. The position peaked at $321K in Q1 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • WBH Advisory reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • WBH Advisory sold 3,157 Celgene Corp shares in Q4 2019, an estimated $313K.
  • WBH Advisory first reported a position in Celgene Corp in Q1 2018 and held it in 7 quarters.
  • WBH Advisory's Celgene Corp position peaked at $321K in Q1 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on WBH Advisory's 13F filing for Q4 2019, filed 27 Jan 2020.