Williams Jones Wealth Management’s Seagen Inc. Common Stock SGEN Stock Holding History

Williams Jones Wealth Management’s Portfolio SGEN Stock Details SGEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,000	Closed	-$212K	–	560
2023 Q3	$212K	Buy	+1,000	New	+$200K	﹤0.01%	479
2023 Q2	–	Sell	-1,000	Closed	-$202K	–	568
2023 Q1	$202K	Buy	+1,000	New	+$160K	﹤0.01%	516

Other funds holding SGEN

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

FBC

Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return

VWA

Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

SAG

Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Williams Jones Wealth Management's SGEN Position: Q4 2023 in Review

Williams Jones Wealth Management sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 1,000 shares — an estimated $212K sold.

Williams Jones Wealth Management first reported a position in SGEN in Q1 2023 and held it in 2 quarters. The position peaked at $212K in Q3 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

Williams Jones Wealth Management reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Williams Jones Wealth Management sold 1,000 Seagen Inc. Common Stock shares in Q4 2023, an estimated $212K.
Williams Jones Wealth Management first reported a position in Seagen Inc. Common Stock in Q1 2023 and held it in 2 quarters.
Williams Jones Wealth Management's Seagen Inc. Common Stock position peaked at $212K in Q3 2023.
6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

Based on Williams Jones Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.