Capstone Investment Advisors
CLDX icon

Capstone Investment Advisors’s Celldex Therapeutics CLDX Stock Holding History

Capstone Investment Advisors’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
2024
Q2 		– Sell
-19,065
Closed -$800K – 2139
2024
Q1 		$800K Buy
19,065
+6,412
+51% +$263K ﹤0.01% 1277
2023
Q4 		$502K Buy
+12,653
New +$372K ﹤0.01% 1340
2021
Q1 		– Sell
-26,829
Closed -$470K – 1703
2020
Q4 		$470K Buy
+26,829
New +$483K ﹤0.01% 1264

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BlackRock
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Vanguard Group
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KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return