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Next Financial Group’s Celldex Therapeutics CLDX Stock Holding History

Next Financial 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
2021
Q4 		$2K Hold
40
– – ﹤0.01% 2593
2021
Q3 		$2K Hold
40
– – ﹤0.01% 2454
2021
Q2 		$1K Hold
40
– – ﹤0.01% 2500
2021
Q1 		$1K Sell
40
-500
-93% -$11.5K ﹤0.01% 2388
2020
Q4 		$9K Buy
540
+500
+1,250% +$9K ﹤0.01% 1803
2020
Q3 		$1K Buy
+40
New +$469 ﹤0.01% 2091
2020
Q2 		– Sell
-40
Closed – – 823
2020
Q1 		$0 Hold
40
– – ﹤0.01% 2155
2019
Q4 		$0 Buy
+40
New +$93 ﹤0.01% 2376
2017
Q4 		– Sell
-267
Closed -$12K – 451
2017
Q3 		$12K Buy
+267
New +$10K ﹤0.01% 1135

Other funds holding CLDX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Next Financial Group's CLDX Position: Q4 2021 in Review

Next Financial Group held its Celldex Therapeutics (CLDX) position steady in Q4 2021 at 40 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2593.

Next Financial Group first reported a position in CLDX in Q3 2017 and has held it in 9 quarters since. The position peaked at $12K in Q3 2017. 180 funds tracked by Wall St. Rank hold CLDX as of Q4 2021.

  • Next Financial Group held 40 shares of Celldex Therapeutics worth $2K as of Q4 2021.
  • Next Financial Group left its Celldex Therapeutics share count unchanged in Q4 2021.
  • Celldex Therapeutics made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2593 holding.
  • Next Financial Group first reported a position in Celldex Therapeutics in Q3 2017 and has held it in 9 quarters since.
  • Next Financial Group's Celldex Therapeutics position peaked at $12K in Q3 2017.
  • 180 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.