WAOTB
CELG

Wealth Advisors of Tampa Bay’s Celgene Corp CELG Stock Holding History

Wealth Advisors of Tampa Bay’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
-8,410
Closed -$835K – 69
2019
Q3 		$835K Sell
8,410
-1,241
-13% -$118K 0.69% 48
2019
Q2 		$892K Sell
9,651
-9,980
-51% -$948K 0.65% 50
2019
Q1 		$1.85M Sell
19,631
-315
-2% -$27.5K 1.34% 35
2018
Q4 		$1.28M Buy
19,946
+580
+3% +$42.8K 1.04% 36
2018
Q3 		$1.73M Buy
19,366
+1,085
+6% +$95.9K 1.21% 36
2018
Q2 		$1.45M Buy
18,281
+3,140
+21% +$261K 1.11% 36
2018
Q1 		$1.35M Buy
15,141
+635
+4% +$61K 0.98% 40
2017
Q4 		$1.51M Buy
+14,506
New +$1.64M 1.04% 39

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 $8.4B AUM 51.89% 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 $488M AUM 17.59% 1-Year Est. Return

Wealth Advisors of Tampa Bay's CELG Position: Q4 2019 in Review

Wealth Advisors of Tampa Bay sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 8,410 shares — an estimated $835K sold.

Wealth Advisors of Tampa Bay first reported a position in CELG in Q4 2017 and held it in 8 quarters. The position peaked at $1.85M in Q1 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Wealth Advisors of Tampa Bay reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 8,410 Celgene Corp shares in Q4 2019, an estimated $835K.
  • Wealth Advisors of Tampa Bay first reported a position in Celgene Corp in Q4 2017 and held it in 8 quarters.
  • Wealth Advisors of Tampa Bay's Celgene Corp position peaked at $1.85M in Q1 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q4 2019, filed 23 Jan 2020.