Avantax Advisory Services’s CareDx CDNA Stock Holding History

Avantax Advisory Services’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	-3,647	Closed	-$233K	–	1248
2021 Q3	$233K	Buy	+3,647	New	+$278K	﹤0.01%	1035

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

Avantax Advisory Services's CDNA Position: Q4 2021 in Review

Avantax Advisory Services sold out of CareDx (CDNA) in Q4 2021, closing a stake of 3,647 shares — an estimated $233K sold.

Avantax Advisory Services first reported a position in CDNA in Q3 2021 and held it in 1 quarter. The position peaked at $233K in Q3 2021. 224 funds tracked by Wall St. Rank hold CDNA as of Q4 2021.

Avantax Advisory Services reported no remaining CareDx position as of Q4 2021 after selling out during the quarter.
Avantax Advisory Services sold 3,647 CareDx shares in Q4 2021, an estimated $233K.
Avantax Advisory Services first reported a position in CareDx in Q3 2021 and held it in 1 quarter.
Avantax Advisory Services's CareDx position peaked at $233K in Q3 2021.
224 funds tracked by Wall St. Rank held CareDx as of Q4 2021.

Based on Avantax Advisory Services's 13F filing for Q4 2021, filed 24 Jan 2022.