IAAG
CLDX icon

Innovative Asset Advisors Group’s Celldex Therapeutics CLDX Stock Holding History

Innovative Asset Advisors Group’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
Q2 		– Sell
-200
Closed -$6.34K – 422
2026
Q1 		$6.34K Buy
+200
New +$5.45K ﹤0.01% 727

Other funds holding CLDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CC
Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return

Innovative Asset Advisors Group's CLDX Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Celldex Therapeutics (CLDX) in Q2 2026, closing a stake of 200 shares — an estimated $6.34K sold.

Innovative Asset Advisors Group first reported a position in CLDX in Q1 2026 and held it in 1 quarter. The position peaked at $6.34K in Q1 2026. 234 funds tracked by Wall St. Rank hold CLDX as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Celldex Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 200 Celldex Therapeutics shares in Q2 2026, an estimated $6.34K.
  • Innovative Asset Advisors Group first reported a position in Celldex Therapeutics in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Celldex Therapeutics position peaked at $6.34K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.