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BSW Wealth Partners’s Celldex Therapeutics CLDX Stock Holding History

BSW Wealth Partners’s Portfolio CLDX Stock Details CLDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-448
Closed -$1K – 133
2019
Q3 		$1K Hold
448
– – ﹤0.01% 141
2019
Q2 		$1K Buy
+448
New +$1.52K ﹤0.01% 142
2018
Q4 		– Sell
-679
Closed -$5K – 108
2018
Q3 		$5K Hold
679
– – ﹤0.01% 139
2018
Q2 		$5K Buy
+679
New +$9.08K ﹤0.01% 95

Other funds holding CLDX

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

BSW Wealth Partners's CLDX Position: Q4 2019 in Review

BSW Wealth Partners sold out of Celldex Therapeutics (CLDX) in Q4 2019, closing a stake of 448 shares — an estimated $1K sold.

BSW Wealth Partners first reported a position in CLDX in Q2 2018 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 48 funds tracked by Wall St. Rank hold CLDX as of Q4 2019.

  • BSW Wealth Partners reported no remaining Celldex Therapeutics position as of Q4 2019 after selling out during the quarter.
  • BSW Wealth Partners sold 448 Celldex Therapeutics shares in Q4 2019, an estimated $1K.
  • BSW Wealth Partners first reported a position in Celldex Therapeutics in Q2 2018 and held it in 4 quarters.
  • BSW Wealth Partners's Celldex Therapeutics position peaked at $5K in Q3 2018.
  • 48 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q4 2019.

Based on BSW Wealth Partners's 13F filing for Q4 2019, filed 18 Feb 2020.