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High Net Worth Advisory Group’s Candel Therapeutics CADL Stock Holding History

High Net Worth Advisory Group’s Portfolio CADL Stock Details CADL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-300
Closed -$2K – 675
2022
Q1 		$2K Hold
300
– – ﹤0.01% 629
2021
Q4 		$2K Buy
+300
New +$2.91K ﹤0.01% 642

Other funds holding CADL

NV
Northpond Ventures Bethesda, Maryland $43.7M AUM 27.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

High Net Worth Advisory Group's CADL Position: Q2 2022 in Review

High Net Worth Advisory Group sold out of Candel Therapeutics (CADL) in Q2 2022, closing a stake of 300 shares — an estimated $2K sold.

High Net Worth Advisory Group first reported a position in CADL in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 23 funds tracked by Wall St. Rank hold CADL as of Q2 2022.

  • High Net Worth Advisory Group reported no remaining Candel Therapeutics position as of Q2 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 300 Candel Therapeutics shares in Q2 2022, an estimated $2K.
  • High Net Worth Advisory Group first reported a position in Candel Therapeutics in Q4 2021 and held it in 2 quarters.
  • High Net Worth Advisory Group's Candel Therapeutics position peaked at $2K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held Candel Therapeutics as of Q2 2022.

Based on High Net Worth Advisory Group's 13F filing for Q2 2022, filed 10 Aug 2022.