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Harvest Group Wealth Management’s Celldex Therapeutics CLDX Stock Holding History

Harvest Group 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
2023
Q1 		$468 Hold
13
– – ﹤0.01% 168
2022
Q4 		$579 Hold
13
– – ﹤0.01% 166
2022
Q3 		$0 Hold
13
– – ﹤0.01% 173
2022
Q2 		$0 Buy
13
+7
+117% +$203 ﹤0.01% 187
2022
Q1 		$0 Sell
6
-4
-40% -$128 ﹤0.01% 140
2021
Q4 		$0 Buy
+10
New +$436 ﹤0.01% 117

Other funds holding CLDX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Harvest Group Wealth Management's CLDX Position: Q1 2023 in Review

Harvest Group Wealth Management held its Celldex Therapeutics (CLDX) position steady in Q1 2023 at 13 shares worth $468. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Harvest Group Wealth Management first reported a position in CLDX in Q4 2021 and has held it in 6 quarters since. The position peaked at $579 in Q4 2022. 161 funds tracked by Wall St. Rank hold CLDX as of Q1 2023.

  • Harvest Group Wealth Management held 13 shares of Celldex Therapeutics worth $468 as of Q1 2023.
  • Harvest Group Wealth Management left its Celldex Therapeutics share count unchanged in Q1 2023.
  • Celldex Therapeutics made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #168 holding.
  • Harvest Group Wealth Management first reported a position in Celldex Therapeutics in Q4 2021 and has held it in 6 quarters since.
  • Harvest Group Wealth Management's Celldex Therapeutics position peaked at $579 in Q4 2022.
  • 161 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.