MLFP
CLDX icon

MPS Loria Financial Planners’s Celldex Therapeutics CLDX Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-133
Closed -$2K – 189
2021
Q1 		$2K Hold
133
– – ﹤0.01% 428
2020
Q4 		$3K Hold
133
– – ﹤0.01% 409
2020
Q3 		$2K Hold
133
– – ﹤0.01% 294
2020
Q2 		$2K Buy
+133
New +$589 ﹤0.01% 304
2017
Q3 		– Sell
-483
Closed -$18K – 129
2017
Q2 		$18K Buy
+483
New +$21.4K 0.01% 237

Other funds holding CLDX

RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
ACP
Acuta Capital Partners Redwood City, California $143M AUM 773.18% 1-Year Est. Return

MPS Loria Financial Planners's CLDX Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Celldex Therapeutics (CLDX) in Q2 2021, closing a stake of 133 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in CLDX in Q2 2017 and held it in 5 quarters. The position peaked at $18K in Q2 2017. 131 funds tracked by Wall St. Rank hold CLDX as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Celldex Therapeutics position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 133 Celldex Therapeutics shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in Celldex Therapeutics in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Celldex Therapeutics position peaked at $18K in Q2 2017.
  • 131 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.