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Gupta Wealth Management’s Celldex Therapeutics CLDX Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$4K Hold
67
– – ﹤0.01% 985
2015
Q4 		$16K Sell
67
-66
-50% -$14.4K ﹤0.01% 727
2015
Q3 		$21K Hold
133
– – 0.01% 672
2015
Q2 		$50K Hold
133
– – 0.01% 467
2015
Q1 		$56K Buy
+133
New +$47.6K 0.02% 386

Other funds holding CLDX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gupta Wealth Management's CLDX Position: Q1 2016 in Review

Gupta Wealth Management held its Celldex Therapeutics (CLDX) position steady in Q1 2016 at 67 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Gupta Wealth Management first reported a position in CLDX in Q1 2015 and has held it in 5 quarters since. The position peaked at $56K in Q1 2015. 145 funds tracked by Wall St. Rank hold CLDX as of Q1 2016.

  • Gupta Wealth Management held 67 shares of Celldex Therapeutics worth $4K as of Q1 2016.
  • Gupta Wealth Management left its Celldex Therapeutics share count unchanged in Q1 2016.
  • Celldex Therapeutics made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #985 holding.
  • Gupta Wealth Management first reported a position in Celldex Therapeutics in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Celldex Therapeutics position peaked at $56K in Q1 2015.
  • 145 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.