WAP
CELG

Wealthcare Advisory Partners’s Celgene Corp CELG Stock Holding History

Wealthcare Advisory Partners’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
-947
Closed -$94K – 1484
2019
Q3 		$94K Buy
947
+321
+51% +$30.5K 0.01% 410
2019
Q2 		$58K Buy
626
+20
+3% +$1.9K 0.01% 475
2019
Q1 		$57K Sell
606
-72
-11% -$6.3K 0.01% 436
2018
Q4 		$43K Sell
678
-124
-15% -$9.15K 0.01% 464
2018
Q3 		$72K Sell
802
-306
-28% -$27K 0.01% 398
2018
Q2 		$88K Sell
1,108
-930
-46% -$77.2K 0.02% 356
2018
Q1 		$182K Sell
2,038
-611
-23% -$58.7K 0.04% 205
2017
Q4 		$276K Buy
2,649
+214
+9% +$24.1K 0.07% 145
2017
Q3 		$355K Buy
+2,435
New +$332K 0.11% 106

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

Wealthcare Advisory Partners's CELG Position: Q4 2019 in Review

Wealthcare Advisory Partners sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 947 shares — an estimated $94K sold.

Wealthcare Advisory Partners first reported a position in CELG in Q3 2017 and held it in 9 quarters. The position peaked at $355K in Q3 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Wealthcare Advisory Partners reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 947 Celgene Corp shares in Q4 2019, an estimated $94K.
  • Wealthcare Advisory Partners first reported a position in Celgene Corp in Q3 2017 and held it in 9 quarters.
  • Wealthcare Advisory Partners's Celgene Corp position peaked at $355K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2019, filed 29 Jan 2020.