WAM
CELG

Wealthspire Advisors (Maryland)’s Celgene Corp CELG Stock Holding History

Wealthspire Advisors (Maryland)’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
-6,479
Closed -$643K – 523
2019
Q3 		$643K Buy
6,479
+36
+0.6% +$3.42K 0.05% 216
2019
Q2 		$596K Sell
6,443
-56
-0.9% -$5.32K 0.04% 228
2019
Q1 		$613K Buy
6,499
+368
+6% +$32.2K 0.05% 218
2018
Q4 		$393K Sell
6,131
-503
-8% -$37.1K 0.04% 266
2018
Q3 		$594K Buy
6,634
+124
+2% +$11K 0.05% 209
2018
Q2 		$517K Sell
6,510
-2,770
-30% -$230K 0.05% 232
2018
Q1 		$828K Sell
9,280
-4,563
-33% -$438K 0.08% 154
2017
Q4 		$1.45M Buy
13,843
+1,156
+9% +$130K 0.14% 103
2017
Q3 		$1.85M Sell
12,687
-291
-2% -$39.6K 0.2% 81
2017
Q2 		$1.69M Buy
12,978
+524
+4% +$64.2K 0.2% 81
2017
Q1 		$1.55M Sell
12,454
-912
-7% -$109K 0.22% 66
2016
Q4 		$1.55M Sell
13,366
-216
-2% -$24.1K 0.23% 67
2016
Q3 		$1.42M Buy
13,582
+2,011
+17% +$218K 0.22% 70
2016
Q2 		$1.14M Buy
11,571
+126
+1% +$13K 0.19% 86
2016
Q1 		$1.15M Buy
11,445
+51
+0.4% +$5.25K 0.2% 79
2015
Q4 		$1.36M Buy
+11,394
New +$1.32M 0.25% 67

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

Wealthspire Advisors (Maryland)'s CELG Position: Q4 2019 in Review

Wealthspire Advisors (Maryland) sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 6,479 shares — an estimated $643K sold.

Wealthspire Advisors (Maryland) first reported a position in CELG in Q4 2015 and held it in 16 quarters. The position peaked at $1.85M in Q3 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6,479 Celgene Corp shares in Q4 2019, an estimated $643K.
  • Wealthspire Advisors (Maryland) first reported a position in Celgene Corp in Q4 2015 and held it in 16 quarters.
  • Wealthspire Advisors (Maryland)'s Celgene Corp position peaked at $1.85M in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2019, filed 14 Feb 2020.