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Wealthcare Capital Management’s Celsius Holdings CELH Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-81
Closed -$1K – 174
2021
Q1 		$1K Buy
+81
New +$1.52K ﹤0.01% 661

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Fidelity Investments
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DCM
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State Street
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VOYA Investment Management
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HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Wealthcare Capital Management's CELH Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Celsius Holdings (CELH) in Q2 2021, closing a stake of 81 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in CELH in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 222 funds tracked by Wall St. Rank hold CELH as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Celsius Holdings position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 81 Celsius Holdings shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Celsius Holdings in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Celsius Holdings position peaked at $1K in Q1 2021.
  • 222 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.