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Spire Wealth Management’s Celldex Therapeutics CLDX Stock Holding History

Spire Wealth Management’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
-50
Closed -$1.26K – 2486
2024
Q4 		$1.26K Hold
50
– – ﹤0.01% 2331
2024
Q3 		$1.7K Hold
50
– – ﹤0.01% 2026
2024
Q2 		$1.85K Hold
50
– – ﹤0.01% 2020
2024
Q1 		$2.1K Hold
50
– – ﹤0.01% 2087
2023
Q4 		$2K Hold
50
– – ﹤0.01% 2141
2023
Q3 		$1.38K Hold
50
– – ﹤0.01% 2202
2023
Q2 		$1.7K Hold
50
– – ﹤0.01% 2227
2023
Q1 		$1.8K Buy
+50
New +$2.16K ﹤0.01% 2285

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

Spire Wealth Management's CLDX Position: Q1 2025 in Review

Spire Wealth Management sold out of Celldex Therapeutics (CLDX) in Q1 2025, closing a stake of 50 shares — an estimated $1.26K sold.

Spire Wealth Management first reported a position in CLDX in Q1 2023 and held it in 8 quarters. The position peaked at $2.1K in Q1 2024. 171 funds tracked by Wall St. Rank hold CLDX as of Q1 2025.

  • Spire Wealth Management reported no remaining Celldex Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 50 Celldex Therapeutics shares in Q1 2025, an estimated $1.26K.
  • Spire Wealth Management first reported a position in Celldex Therapeutics in Q1 2023 and held it in 8 quarters.
  • Spire Wealth Management's Celldex Therapeutics position peaked at $2.1K in Q1 2024.
  • 171 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.