RA
CLDX icon

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 $580B AUM 38.23% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $7.48B AUM 104.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CC
Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Rise Advisors's CLDX Position: Q1 2025 in Review

Rise Advisors sold out of Celldex Therapeutics (CLDX) in Q1 2025, closing a stake of 83 shares — an estimated $2.1K sold.

Rise Advisors first reported a position in CLDX in Q4 2021 and held it in 13 quarters. The position peaked at $3.7K in Q4 2022. 171 funds tracked by Wall St. Rank hold CLDX as of Q1 2025.

  • Rise Advisors reported no remaining Celldex Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Rise Advisors sold 83 Celldex Therapeutics shares in Q1 2025, an estimated $2.1K.
  • Rise Advisors first reported a position in Celldex Therapeutics in Q4 2021 and held it in 13 quarters.
  • Rise Advisors's Celldex Therapeutics position peaked at $3.7K in Q4 2022.
  • 171 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.