WAM
CLDX icon

Wealthspire Advisors (Maryland)’s Celldex Therapeutics CLDX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q1 		– Sell
-308
Closed -$1K – 2490
2018
Q4 		$1K Hold
308
– – ﹤0.01% 2241
2018
Q3 		$2K Hold
308
– – ﹤0.01% 2135
2018
Q2 		$2K Hold
308
– – ﹤0.01% 2129
2018
Q1 		$11K Hold
308
– – ﹤0.01% 1516
2017
Q4 		$13K Hold
308
– – ﹤0.01% 1477
2017
Q3 		$13K Hold
308
– – ﹤0.01% 1468
2017
Q2 		$11K Hold
308
– – ﹤0.01% 1485
2017
Q1 		$17K Buy
+308
New +$16K ﹤0.01% 1141

Other funds holding CLDX

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
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CLDX Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Celldex Therapeutics (CLDX) in Q1 2019, closing a stake of 308 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in CLDX in Q1 2017 and held it in 8 quarters. The position peaked at $17K in Q1 2017. 53 funds tracked by Wall St. Rank hold CLDX as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Celldex Therapeutics position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 308 Celldex Therapeutics shares in Q1 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Celldex Therapeutics in Q1 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Celldex Therapeutics position peaked at $17K in Q1 2017.
  • 53 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.