Western Wealth Management’s Celgene Corp CELG Stock Holding History

Western Wealth Management’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	-2,738	Closed	-$274K	–	432
2019 Q3	$274K	Sell	2,738 -4,898	-64%	-$465K	0.06%	308
2019 Q2	$689K	Buy	7,636 +3,188	+72%	+$303K	0.09%	181
2019 Q1	$413K	Sell	4,448 -576	-11%	-$50.4K	0.09%	233
2018 Q4	$312K	Buy	+5,024	New	+$371K	0.08%	246

Other funds holding CELG

Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 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 $420M AUM 14.29% 1-Year Est. Return

Western Wealth Management's CELG Position: Q4 2019 in Review

Western Wealth Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 2,738 shares — an estimated $274K sold.

Western Wealth Management first reported a position in CELG in Q4 2018 and held it in 4 quarters. The position peaked at $689K in Q2 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

Western Wealth Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
Western Wealth Management sold 2,738 Celgene Corp shares in Q4 2019, an estimated $274K.
Western Wealth Management first reported a position in Celgene Corp in Q4 2018 and held it in 4 quarters.
Western Wealth Management's Celgene Corp position peaked at $689K in Q2 2019.
4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Western Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.