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Rise Advisors’s Celldex Therapeutics CLDX Stock Holding History

Rise 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
2025
Q1 		– Sell
-83
Closed -$2.1K – 1510
2024
Q4 		$2.1K Hold
83
– – ﹤0.01% 1072
2024
Q3 		$2.82K Hold
83
– – ﹤0.01% 1109
2024
Q2 		$3.07K Hold
83
– – ﹤0.01% 1100
2024
Q1 		$3.48K Hold
83
– – ﹤0.01% 1109
2023
Q4 		$3.29K Hold
83
– – ﹤0.01% 421
2023
Q3 		$2.28K Hold
83
– – ﹤0.01% 450
2023
Q2 		$2.82K Hold
83
– – ﹤0.01% 479
2023
Q1 		$2.99K Hold
83
– – ﹤0.01% 521
2022
Q4 		$3.7K Hold
83
– – ﹤0.01% 485
2022
Q3 		$2K Hold
83
– – ﹤0.01% 536
2022
Q2 		$2K Hold
83
– – ﹤0.01% 541
2022
Q1 		$3K Hold
83
– – ﹤0.01% 473
2021
Q4 		$3.21K Buy
+83
New +$3.62K ﹤0.01% 463

Other funds holding CLDX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return