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Redwood Wealth Management Group’s Celldex Therapeutics CLDX Stock Holding History

Redwood Wealth Management 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
2024
Q3 		– Sell
-33
Closed -$1.22K – 335
2024
Q2 		$1.22K Buy
+33
New +$1.25K ﹤0.01% 971

Other funds holding CLDX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Redwood Wealth Management Group's CLDX Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Celldex Therapeutics (CLDX) in Q3 2024, closing a stake of 33 shares — an estimated $1.22K sold.

Redwood Wealth Management Group first reported a position in CLDX in Q2 2024 and held it in 1 quarter. The position peaked at $1.22K in Q2 2024. 176 funds tracked by Wall St. Rank hold CLDX as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Celldex Therapeutics position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 33 Celldex Therapeutics shares in Q3 2024, an estimated $1.22K.
  • Redwood Wealth Management Group first reported a position in Celldex Therapeutics in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Celldex Therapeutics position peaked at $1.22K in Q2 2024.
  • 176 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.