EWA
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EverSource Wealth Advisors’s Celldex Therapeutics CLDX Stock Holding History

EverSource Wealth 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
2026
Q1 		$15.3K Buy
482
+218
+83% +$5.94K ﹤0.01% 2671
2025
Q4 		$7.17K Buy
264
+2
+0.8% +$53 ﹤0.01% 2961
2025
Q3 		$6.78K Buy
262
+91
+53% +$2.11K ﹤0.01% 3012
2025
Q2 		$3.48K Sell
171
-1,267
-88% -$24.7K ﹤0.01% 3304
2025
Q1 		$26.1K Buy
1,438
+153
+12% +$3.42K ﹤0.01% 1554
2024
Q4 		$32.5K Buy
1,285
+878
+216% +$23.9K ﹤0.01% 1377
2024
Q3 		$13.8K Hold
407
– – ﹤0.01% 1685
2024
Q2 		$15.5K Sell
407
-11
-3% -$415 ﹤0.01% 1626
2024
Q1 		$15.6K Buy
418
+379
+972% +$15.6K ﹤0.01% 1483
2023
Q4 		$1.55K Buy
+39
New +$1.15K ﹤0.01% 2257

Other funds holding CLDX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.58B AUM 138.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EP
Eversept Partners New York $1.52B AUM 121.13% 1-Year Est. Return