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Winch Advisory Services’s Celsius Holdings CELH Stock Holding History

Winch Advisory Services’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
2021
Q4 		– Sell
-489
Closed -$15K – 477
2021
Q3 		$15K Buy
489
+360
+279% +$9.25K 0.01% 238
2021
Q2 		$3K Buy
+129
New +$2.63K ﹤0.01% 372

Other funds holding CELH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winch Advisory Services's CELH Position: Q4 2021 in Review

Winch Advisory Services sold out of Celsius Holdings (CELH) in Q4 2021, closing a stake of 489 shares — an estimated $15K sold.

Winch Advisory Services first reported a position in CELH in Q2 2021 and held it in 2 quarters. The position peaked at $15K in Q3 2021. 243 funds tracked by Wall St. Rank hold CELH as of Q4 2021.

  • Winch Advisory Services reported no remaining Celsius Holdings position as of Q4 2021 after selling out during the quarter.
  • Winch Advisory Services sold 489 Celsius Holdings shares in Q4 2021, an estimated $15K.
  • Winch Advisory Services first reported a position in Celsius Holdings in Q2 2021 and held it in 2 quarters.
  • Winch Advisory Services's Celsius Holdings position peaked at $15K in Q3 2021.
  • 243 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2021.

Based on Winch Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.