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WR Wealth Planners’s Celsius Holdings CELH Stock Holding History

WR Wealth Planners’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
2024
Q4 		$474 Hold
18
– – ﹤0.01% 993
2024
Q3 		$564 Hold
18
– – ﹤0.01% 1021
2024
Q2 		$1.03K Hold
18
– – ﹤0.01% 953
2024
Q1 		$1.49K Buy
+18
New +$1.23K ﹤0.01% 916

Other funds holding CELH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WR Wealth Planners's CELH Position: Q4 2024 in Review

WR Wealth Planners held its Celsius Holdings (CELH) position steady in Q4 2024 at 18 shares worth $474. The position accounts for ﹤0.01% of the portfolio, ranked #993.

WR Wealth Planners first reported a position in CELH in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.49K in Q1 2024. 454 funds tracked by Wall St. Rank hold CELH as of Q4 2024.

  • WR Wealth Planners held 18 shares of Celsius Holdings worth $474 as of Q4 2024.
  • WR Wealth Planners left its Celsius Holdings share count unchanged in Q4 2024.
  • Celsius Holdings made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #993 holding.
  • WR Wealth Planners first reported a position in Celsius Holdings in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Celsius Holdings position peaked at $1.49K in Q1 2024.
  • 454 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.