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WESPAC Advisors SoCal’s Celsius Holdings CELH Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-3,000
Closed -$4K – 120
2019
Q1 		$4K Buy
+3,000
New +$3.85K ﹤0.01% 293

Other funds holding CELH

ACP
Arcus Capital Partners Atlanta, Georgia $242M AUM 20.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WESPAC Advisors SoCal's CELH Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Celsius Holdings (CELH) in Q2 2019, closing a stake of 3,000 shares — an estimated $4K sold.

WESPAC Advisors SoCal first reported a position in CELH in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 50 funds tracked by Wall St. Rank hold CELH as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Celsius Holdings position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 3,000 Celsius Holdings shares in Q2 2019, an estimated $4K.
  • WESPAC Advisors SoCal first reported a position in Celsius Holdings in Q1 2019 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Celsius Holdings position peaked at $4K in Q1 2019.
  • 50 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.