WP
SGEN

WealthSource Partners’s Seagen Inc. Common Stock SGEN Stock Holding History

WealthSource Partners’s Portfolio SGEN Stock Details SGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,049
Closed -$223K – 530
2023
Q3 		$223K Sell
1,049
-196
-16% -$39.2K 0.02% 455
2023
Q2 		$240K Buy
+1,245
New +$247K 0.02% 450

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

WealthSource Partners's SGEN Position: Q4 2023 in Review

WealthSource Partners sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 1,049 shares — an estimated $223K sold.

WealthSource Partners first reported a position in SGEN in Q2 2023 and held it in 2 quarters. The position peaked at $240K in Q2 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • WealthSource Partners reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • WealthSource Partners sold 1,049 Seagen Inc. Common Stock shares in Q4 2023, an estimated $223K.
  • WealthSource Partners first reported a position in Seagen Inc. Common Stock in Q2 2023 and held it in 2 quarters.
  • WealthSource Partners's Seagen Inc. Common Stock position peaked at $240K in Q2 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.