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

Wealthspire Advisors (New York)’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	-2,169	Closed	-$215K	–	220
2019 Q3	$215K	Buy	+2,169	New	+$206K	0.02%	149
2019 Q1	–	Sell	-636	Closed	-$41K	–	938
2018 Q4	$41K	Buy	+636	New	+$46.9K	﹤0.01%	214

Other funds holding CELG

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 (New York)'s CELG Position: Q4 2019 in Review

Wealthspire Advisors (New York) sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 2,169 shares — an estimated $215K sold.

Wealthspire Advisors (New York) first reported a position in CELG in Q4 2018 and held it in 2 quarters. The position peaked at $215K in Q3 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

Wealthspire Advisors (New York) reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
Wealthspire Advisors (New York) sold 2,169 Celgene Corp shares in Q4 2019, an estimated $215K.
Wealthspire Advisors (New York) first reported a position in Celgene Corp in Q4 2018 and held it in 2 quarters.
Wealthspire Advisors (New York)'s Celgene Corp position peaked at $215K in Q3 2019.
4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

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