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Wealth Management Associates’s Celsius Holdings CELH Stock Holding History

Wealth Management Associates’s Portfolio CELH Stock Details CELH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,740
Closed -$211K – 212
2024
Q3 		$211K Sell
6,740
-1,740
-21% -$73.1K 0.09% 194
2024
Q2 		$484K Hold
8,480
– – 0.23% 86
2024
Q1 		$484K Buy
8,480
+3,500
+70% +$240K 0.23% 86
2023
Q4 		$272K Buy
4,980
+165
+3% +$8.81K 0.14% 153
2023
Q3 		$275K Buy
+4,815
New +$271K 0.16% 141

Other funds holding CELH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Management Associates's CELH Position: Q4 2024 in Review

Wealth Management Associates sold out of Celsius Holdings (CELH) in Q4 2024, closing a stake of 6,740 shares — an estimated $211K sold.

Wealth Management Associates first reported a position in CELH in Q3 2023 and held it in 5 quarters. The position peaked at $484K in Q2 2024. 454 funds tracked by Wall St. Rank hold CELH as of Q4 2024.

  • Wealth Management Associates reported no remaining Celsius Holdings position as of Q4 2024 after selling out during the quarter.
  • Wealth Management Associates sold 6,740 Celsius Holdings shares in Q4 2024, an estimated $211K.
  • Wealth Management Associates first reported a position in Celsius Holdings in Q3 2023 and held it in 5 quarters.
  • Wealth Management Associates's Celsius Holdings position peaked at $484K in Q2 2024.
  • 454 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2024.

Based on Wealth Management Associates's 13F filing for Q4 2024, filed 28 May 2025.