American Portfolios Advisors’s CareDx CDNA Stock Holding History

American Portfolios Advisors’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
2021 Q4	–	Sell	-99	Closed	-$6.27K	–	3523
2021 Q3	$6.27K	Hold	99	–	–	﹤0.01%	2756
2021 Q2	$9.06K	Hold	99	–	–	﹤0.01%	2572
2021 Q1	$6.74K	Hold	99	–	–	﹤0.01%	2569
2020 Q4	$7.17K	Hold	99	–	–	﹤0.01%	2265
2020 Q3	$3.76K	Buy	+99	New	+$3.34K	﹤0.01%	2388

Other funds holding CDNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

American Portfolios Advisors's CDNA Position: Q4 2021 in Review

American Portfolios Advisors sold out of CareDx (CDNA) in Q4 2021, closing a stake of 99 shares — an estimated $6.27K sold.

American Portfolios Advisors first reported a position in CDNA in Q3 2020 and held it in 5 quarters. The position peaked at $9.06K in Q2 2021. 224 funds tracked by Wall St. Rank hold CDNA as of Q4 2021.

American Portfolios Advisors reported no remaining CareDx position as of Q4 2021 after selling out during the quarter.
American Portfolios Advisors sold 99 CareDx shares in Q4 2021, an estimated $6.27K.
American Portfolios Advisors first reported a position in CareDx in Q3 2020 and held it in 5 quarters.
American Portfolios Advisors's CareDx position peaked at $9.06K in Q2 2021.
224 funds tracked by Wall St. Rank held CareDx as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.