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Steward Partners Investment Advisory’s Celldex Therapeutics CLDX Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-400
Closed -$15.9K – 3588
2023
Q4 		$15.9K Hold
400
– – ﹤0.01% 2513
2023
Q3 		$11K Hold
400
– – ﹤0.01% 2559
2023
Q2 		$13.6K Buy
+400
New +$13.5K ﹤0.01% 2468

Other funds holding CLDX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Steward Partners Investment Advisory's CLDX Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Celldex Therapeutics (CLDX) in Q1 2024, closing a stake of 400 shares — an estimated $15.9K sold.

Steward Partners Investment Advisory first reported a position in CLDX in Q2 2023 and held it in 3 quarters. The position peaked at $15.9K in Q4 2023. 197 funds tracked by Wall St. Rank hold CLDX as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Celldex Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 400 Celldex Therapeutics shares in Q1 2024, an estimated $15.9K.
  • Steward Partners Investment Advisory first reported a position in Celldex Therapeutics in Q2 2023 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Celldex Therapeutics position peaked at $15.9K in Q4 2023.
  • 197 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.