AF
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Allworth Financial’s CareDx CDNA Stock Holding History

Allworth Financial’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
2026
Q1 		$43.2K Buy
2,491
+439
+21% +$8.31K ﹤0.01% 2430
2025
Q4 		$38.7K Buy
2,052
+26
+1% +$436 ﹤0.01% 2367
2025
Q3 		$29.5K Sell
2,026
-24
-1% -$342 ﹤0.01% 2471
2025
Q2 		$40.1K Buy
+2,050
New +$36.4K ﹤0.01% 2085
2023
Q2 		– Sell
-91
Closed -$832 – 3273
2023
Q1 		$832 Buy
91
+31
+52% +$397 ﹤0.01% 2738
2022
Q4 		$685 Buy
+60
New +$889 ﹤0.01% 2560
2022
Q3 		– Sell
-5
Closed – – 2697
2022
Q2 		$0 Buy
+5
New +$139 ﹤0.01% 2432
2020
Q3 		– Sell
-450
Closed -$16K – 1174
2020
Q2 		$16K Hold
450
– – ﹤0.01% 625
2020
Q1 		$10K Hold
450
– – ﹤0.01% 694
2019
Q4 		$10K Hold
450
– – ﹤0.01% 644
2019
Q3 		$10K Buy
+450
New +$12.5K ﹤0.01% 578

Other funds holding CDNA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return