VFA
CLDX icon

Valeo Financial Advisors’s Celldex Therapeutics CLDX Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-1,500
Closed -$20K – 1682
2020
Q2 		$20K Buy
1,500
+834
+125% +$3.7K ﹤0.01% 1054
2020
Q1 		$1K Hold
666
– – ﹤0.01% 1636
2019
Q4 		$1K Buy
+666
New +$1.54K ﹤0.01% 1525

Other funds holding CLDX

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
ACP
Acuta Capital Partners Redwood City, California $142M AUM 783.79% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

Valeo Financial Advisors's CLDX Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Celldex Therapeutics (CLDX) in Q3 2020, closing a stake of 1,500 shares — an estimated $20K sold.

Valeo Financial Advisors first reported a position in CLDX in Q4 2019 and held it in 3 quarters. The position peaked at $20K in Q2 2020. 91 funds tracked by Wall St. Rank hold CLDX as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Celldex Therapeutics position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,500 Celldex Therapeutics shares in Q3 2020, an estimated $20K.
  • Valeo Financial Advisors first reported a position in Celldex Therapeutics in Q4 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's Celldex Therapeutics position peaked at $20K in Q2 2020.
  • 91 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.