WIA
CELG

Wealthstreet Investment Advisors’s Celgene Corp CELG Stock Holding History

Wealthstreet Investment Advisors’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
-139,693
Closed -$14.8M – 353
2019
Q3 		$14.8M Sell
139,693
-54,905
-28% -$5.22M 1.9% 7
2019
Q2 		$18M Sell
194,598
-13,425
-6% -$1.27M 2.33% 5
2019
Q1 		$19.6M Sell
208,023
-5,277
-2% -$462K 2.59% 4
2018
Q4 		$18.6M Sell
213,300
-17,520
-8% -$1.29M 2.61% 5
2018
Q3 		$20.7M Sell
230,820
-2,590
-1% -$229K 2.55% 4
2018
Q2 		$18.5M Sell
233,410
-29,460
-11% -$2.45M 2.45% 5
2018
Q1 		$23.4M Buy
262,870
+9,200
+4% +$883K 2.94% 3
2017
Q4 		$26.5M Buy
+253,670
New +$28.6M 3.2% 3

Other funds holding CELG

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

Wealthstreet Investment Advisors's CELG Position: Q4 2019 in Review

Wealthstreet Investment Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 139,693 shares — an estimated $14.8M sold.

Wealthstreet Investment Advisors first reported a position in CELG in Q4 2017 and held it in 8 quarters. The position peaked at $26.5M in Q4 2017. 3 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Wealthstreet Investment Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 139,693 Celgene Corp shares in Q4 2019, an estimated $14.8M.
  • Wealthstreet Investment Advisors first reported a position in Celgene Corp in Q4 2017 and held it in 8 quarters.
  • Wealthstreet Investment Advisors's Celgene Corp position peaked at $26.5M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.