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Advisor Group’s CareDx CDNA Stock Holding History

Advisor Group’s Portfolio CDNA Stock Details CDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$11K Sell
542
-517
-49% -$11.9K ﹤0.01% 4292
2019
Q3 		$24K Sell
1,059
-134
-11% -$3.71K ﹤0.01% 3836
2019
Q2 		$42K Sell
1,193
-20,710
-95% -$663K ﹤0.01% 3496
2019
Q1 		$690K Buy
21,903
+21,198
+3,007% +$618K 0.01% 1367
2018
Q4 		$17K Buy
705
+28
+4% +$719 ﹤0.01% 3906
2018
Q3 		$20K Buy
677
+118
+21% +$2.21K ﹤0.01% 3891
2018
Q2 		$7K Buy
559
+362
+184% +$4.15K ﹤0.01% 4230
2018
Q1 		$2K Buy
197
+154
+358% +$949 ﹤0.01% 4671
2017
Q4 		$0 Buy
+43
New +$268 ﹤0.01% 4964

Other funds holding CDNA

FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Advisor Group's CDNA Position: Q4 2019 in Review

Advisor Group reduced its CareDx (CDNA) stake by 49% in Q4 2019, selling an estimated $11.9K and leaving 542 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4292.

Advisor Group first reported a position in CDNA in Q4 2017 and has held it in 9 quarters since. The position peaked at $690K in Q1 2019. 159 funds tracked by Wall St. Rank hold CDNA as of Q4 2019.

  • Advisor Group held 542 shares of CareDx worth $11K as of Q4 2019.
  • Advisor Group sold 517 CareDx shares in Q4 2019, an estimated $11.9K.
  • CareDx made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4292 holding.
  • Advisor Group first reported a position in CareDx in Q4 2017 and has held it in 9 quarters since.
  • Advisor Group's CareDx position peaked at $690K in Q1 2019.
  • 159 funds tracked by Wall St. Rank held CareDx as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.