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Optimum Investment Advisors’s Celldex Therapeutics CLDX Stock Holding History

Optimum Investment Advisors’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 		– Sell
-250
Closed -$13K – 833
2021
Q3 		$13K Hold
250
– – 0.01% 646
2021
Q2 		$8K Hold
250
– – ﹤0.01% 769
2021
Q1 		$5K Buy
+250
New +$5.74K ﹤0.01% 821

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

Optimum Investment Advisors's CLDX Position: Q4 2021 in Review

Optimum Investment Advisors sold out of Celldex Therapeutics (CLDX) in Q4 2021, closing a stake of 250 shares — an estimated $13K sold.

Optimum Investment Advisors first reported a position in CLDX in Q1 2021 and held it in 3 quarters. The position peaked at $13K in Q3 2021. 180 funds tracked by Wall St. Rank hold CLDX as of Q4 2021.

  • Optimum Investment Advisors reported no remaining Celldex Therapeutics position as of Q4 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 250 Celldex Therapeutics shares in Q4 2021, an estimated $13K.
  • Optimum Investment Advisors first reported a position in Celldex Therapeutics in Q1 2021 and held it in 3 quarters.
  • Optimum Investment Advisors's Celldex Therapeutics position peaked at $13K in Q3 2021.
  • 180 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.